Create integrations between Funnelytics and Clio to automate any workflow
Quickly automate workflows with Funnelytics and Clio using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Action nameRequired
- Email
- Funnelytics ID
- Entry DateRequired
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
- Transaction Type
- Email
- Funnelytics ID
- Entry DateRequired
- Checkout name
- Checkout Id
- Customer Name
- Company name
- Product SKURequired
- Product labelRequired
- Order Id
- Total value in centsRequired
- CurrencyRequired
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
- New Bill
Triggers when a new bill is created.
Try It - New Calendar Entry
Triggers when a new calendar entry is created.
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- Email
- Funnelytics ID
- Entry DateRequired
- Form name
- Form Id
- Customer Name
- Company name
- Key 1
- Value 1
- Key 2
- Value 2
- Key 3
- Value 3
- New Activity
Triggers when a new activity is created.
Try It - Bill State Updated
Triggers when the state of a bill has changed.
Try It - New Communication
Triggers when a new communication is created.
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