Clio + Zoho Books

Create Zoho Books customers from new Clio activities

Effortlessly keep your customer records up-to-date in Zoho Books with this seamless workflow. Whenever a new activity occurs in Clio, a customer will be created in Zoho Books, ensuring your customer database is always current and organized. Focus on providing excellent service to your clients while this automation takes care of the details for you.

Effortlessly keep your customer records up-to-date in Zoho Books with this seamless workflow. Whenever a new activity occurs in Clio, a customer will be created in Zoho Books, ensuring your customer database is always current and organized. Focus on providing excellent service to your clients while this automation takes care of the details for you.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Zoho BooksZoho Books
    Create Customer

    Creates a new customer.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It