Clio + Offri

Create or update Offri contacts when new contacts are added in Clio

Effortlessly keep your contacts up-to-date between Clio and Offri with this seamless workflow. When a new contact is added in Clio, it automatically searches for the contact in Offri and either updates their information or creates a new contact if none is found. This way you can maintain accurate records across both platforms, streamlining your client management process.

Effortlessly keep your contacts up-to-date between Clio and Offri with this seamless workflow. When a new contact is added in Clio, it automatically searches for the contact in Offri and either updates their information or creates a new contact if none is found. This way you can maintain accurate records across both platforms, streamlining your client management process.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Find and Create/Update Contact

    Finds and updates a Contact, optionally creates one if it doesn't exist

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management