Cliengo + Clio

Create new Cliengo customers from Clio contacts with this efficient workflow

Effortlessly manage your client base with this Clio-Cliengo integration. When a new contact is added in Clio, a customer will be created in Cliengo, streamlining your client management process. Save time and maintain organized records by automating this workflow across both platforms.

Effortlessly manage your client base with this Clio-Cliengo integration. When a new contact is added in Clio, a customer will be created in Cliengo, streamlining your client management process. Save time and maintain organized records by automating this workflow across both platforms.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CliengoCliengo
    Crear Cliente / Create Customer

    Crear un nuevo contacto / Creates a new customer.

    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
cliengo logo
cliengo logo

About Cliengo

Cliengo is a Chatbot that converts your visitors into leads, automatically 24/7.

Related categories

  • Contact Management
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier