Clinchd + Clio
Create contacts in Clinchd for new activities in Clio
Effortlessly manage your contacts across multiple platforms with this Clio and Clinchd automation. When new activity takes place in Clio, this workflow creates a corresponding contact in Clinchd, ensuring seamless organization and communication with your clients. Streamline your contact management process and focus on what matters most.
Effortlessly manage your contacts across multiple platforms with this Clio and Clinchd automation. When new activity takes place in Clio, this workflow creates a corresponding contact in Clinchd, ensuring seamless organization and communication with your clients. Streamline your contact management process and focus on what matters most.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Create a new contact on Clinchd
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About Clinchd
Clinchd is a sales engagement platform that makes selling a team game with less admin and more clarity for all involved
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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.
