Clio + Clust

Create new person contacts in Clio when new applications are created in Clust

When a new application is added in Clust, this workflow creation in Clio streamlines your process by instantly creating a contact person. This efficient automation helps to save time, eliminate manual data entry, and keep your Clio contacts list updated. You'll no longer have to switch between applications, allowing you to focus more on your important tasks.

When a new application is added in Clust, this workflow creation in Clio streamlines your process by instantly creating a contact person. This efficient automation helps to save time, eliminate manual data entry, and keep your Clio contacts list updated. You'll no longer have to switch between applications, allowing you to focus more on your important tasks.

  1. When this happens...
    ClustClust
    New Application Created

    Triggers when a new application is created.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Create Person Contact

    Creates a person contact.

    ActionWrite
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Supported triggers and actions

    • Process

    Trigger
    Polling
    Try It
    • Process

    Trigger
    Polling
    Try It
    • ProcessRequired

    • Process items

    Trigger
    Polling
    Try It
    • ProcessRequired

    • Process ItemsRequired

    • TaskRequired

    Trigger
    Polling
    Try It
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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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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
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clust logo

About Clust

Receive online applications easily through a branded client portal and manage them from a robust web-app with Clust.

Related categories

  • Documents