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Virtuous CRM + Clio Integrations

How to connect Virtuous CRM + Clio

Zapier lets you send info between Virtuous CRM and Clio automatically—no code required.

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ClioClio
Bill State Updated

Triggers when the state of a bill has changed.

automatically do this!
ClioClio
Assign Task Template List

Assign a Task Template List.

Supported triggers and actions

What does this mean?

How Virtuous CRM + Clio Integrations Work

  1. Step 1: Authenticate Virtuous CRM + Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About Virtuous CRM

Virtuous CRM is a nonprofit CRM & marketing automation platform helping build better donor relationships.

Related categories

CRM (Customer Relationship Management)Fundraising
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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.
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