Clio + ZenDirect
Create ZenDirect contacts from new Clio contacts
Effortlessly manage your contacts between Clio and ZenDirect with this streamlined workflow. When a new contact is added in Clio, it will instantly create a new contact in ZenDirect. This seamless automation helps you save time, reduces manual data entry, and ensures your contact lists are always updated across both platforms.
Effortlessly manage your contacts between Clio and ZenDirect with this streamlined workflow. When a new contact is added in Clio, it will instantly create a new contact in ZenDirect. This seamless automation helps you save time, reduces manual data entry, and ensures your contact lists are always updated across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create New Contact
Creates a new Contact in your ZenDirect Address Book
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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 ZenDirect
Build better relationships with your clients, employees and prospects. Our service lets you easily personalize, print and send "handwritten" cards, physical mailers and gifts.