Clio + Wave
Add new Clio contacts and create Wave customers automatically
Effortlessly manage your client base by connecting Clio and Wave with this easy-to-use workflow. Whenever you add a new contact in Clio, a customer will be created in Wave, ensuring your financial system stays up-to-date with your legal practice management. Save time and keep your business organized with this powerful integration.
Effortlessly manage your client base by connecting Clio and Wave with this easy-to-use workflow. Whenever you add a new contact in Clio, a customer will be created in Wave, ensuring your financial system stays up-to-date with your legal practice management. Save time and keep your business organized with this powerful integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Customer
Creates a customer in a business that you choose.
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