Clio + Zoho Invoice
Create new Zoho Invoice contacts from new Clio activities
Effortlessly manage your client information by connecting Clio and Zoho Invoice with this automation. Whenever a new activity is added in Clio, this workflow will create a new contact in Zoho Invoice, ensuring your important contacts are always up-to-date. Save time and streamline your client management process.
Effortlessly manage your client information by connecting Clio and Zoho Invoice with this automation. Whenever a new activity is added in Clio, this workflow will create a new contact in Zoho Invoice, ensuring your important contacts are always up-to-date. Save time and streamline your client management process.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create New Contact
Triggers when new contact is created.
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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 Invoice
Zoho Invoice is an easy invoice software meant for small businesses and freelancers. Accept payments online, automate payment reminders and recurring billing.
