Create integrations between SweetAssist and Clio to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Quickly automate workflows with SweetAssist 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.
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.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- Contact TypeRequired
- Updated At
Try It- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Try It- Email
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
- New Activity
Triggers when a new activity is created.
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- Email
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
Try It- First Name
- Last Name
- Email
- Gender
- Telephone
- Nick Name
- Work Email
- Personal Email
- Fax
- Website URL
- DBA name
- Start Date
- Previous Brokerage
- Social Security Number
- Corporation name
- EIN
- Date of Birth
- Drivers License Number
- Have you moved your Real Estate License (YES/NO)
- Real estate license Number
- Expiration Date
- Issue Date
- Real Estate Association
- MLS Id
- Notes
- MLS Office ID
- Address
- Mailing Address 2
- Zip Code
- Email
- Zap Name
- First Name
- Last Name
- Middle Name
- Email 2
- Mobile Phone
- Work Phone
- Home Phone
- Address
- Business Name
- Website
- Business Address
- Notes
- New Bill
Triggers when a new bill is created.
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Related categories
Related categories