Create new Clio contacts from new Wix bookings
Improve your law firm's client relationship management with this seamless workflow. Whenever a new booking takes place in your Wix app, this automation will swiftly generate a new contact in your Clio app. This ensures timely and organized data transfer, while saving you valuable hours of manual data entry.
Improve your law firm's client relationship management with this seamless workflow. Whenever a new booking takes place in your Wix app, this automation will swiftly generate a new contact in your Clio app. This ensures timely and organized data transfer, while saving you valuable hours of manual data entry.
- When this happens...Bookings
Triggers when a session starts, ends or a client books or checks in.
- automatically do this!Create Person Contact
Creates a person contact.
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Automation RuleRequired
Try ItBookings
Triggers when a session starts, ends or a client books or checks in.
Try ItChat and Inbox
Triggers when a visitor is live on your site.
Try ItBlog
Triggers when a new blog post is published or a user comments on a post.
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eCommerce
Triggers when a cart with items is abandoned or an order is placed.
Try ItEvents
Triggers when an event ends, a ticket is ordered or a guest joins the waitlist.
Try ItMembers and Contacts
Triggers when members or contacts make posts or adjust group status.
Try ItForms
Triggers when a form is submitted.
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