Clio + Zoho Desk
Create new Zoho Desk accounts for every new Clio contact effortlessly
Effortlessly streamline your client management process with this Clio to Zoho Desk workflow. When a new contact is added in Clio, an account will be created in Zoho Desk, saving you time and manual data entry. Keep your client information organized and up-to-date across both platforms with this simple automation.
Effortlessly streamline your client management process with this Clio to Zoho Desk workflow. When a new contact is added in Clio, an account will be created in Zoho Desk, saving you time and manual data entry. Keep your client information organized and up-to-date across both platforms with this simple automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Account
Creates a new account.
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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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zoho Desk
Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.