Create integrations between Mobilo Card and Clio to automate any workflow
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.
- New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Try It - New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Try It - 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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- New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Try It - 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.
Try It