Clio + WordPress
Create new Clio contacts when new users register on WordPress
Streamline your onboarding process with this user-friendly workflow. When a new user joins your WordPress site, this automation creates a company contact in your Clio account. This ensures that user information is captured accurately and quickly, reducing the need for manual data entry and improving your business efficiency.
Streamline your onboarding process with this user-friendly workflow. When a new user joins your WordPress site, this automation creates a company contact in your Clio account. This ensures that user information is captured accurately and quickly, reducing the need for manual data entry and improving your business efficiency.
- When this happens...New User
Triggers when a new user is created.
- automatically do this!Create Company Contact
Creates a company contact.
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About Clio
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout WordPress
WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".