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Clio + Zoho Sheet

Add new Clio contacts to Zoho Sheet as rows for streamlined organization

Effortlessly manage your contacts by instantly adding new contacts from Clio to your Zoho Sheet with this seamless workflow. Streamline your contact management process, ensuring an organized and consistently updated list in Zoho Sheet whenever a new contact is created in Clio. Focus on building relationships with your clients, while confidently maintaining up-to-date contact data.

Effortlessly manage your contacts by instantly adding new contacts from Clio to your Zoho Sheet with this seamless workflow. Streamline your contact management process, ensuring an organized and consistently updated list in Zoho Sheet whenever a new contact is created in Clio. Focus on building relationships with your clients, while confidently maintaining up-to-date contact data.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Zoho SheetZoho Sheet
    Create Row

    Triggers when a new row is created in a specified worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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 Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-sheet logo
zoho-sheet logo

About Zoho Sheet

Zoho Sheet is a cloud-based spreadsheet software that allows you to create, edit, share and collaborate on spreadsheets in real time.

Related categories