Clio + CloudSpot

Create new CloudSpot contacts from new Clio contacts effortlessly

Effortlessly manage your contacts across Clio and CloudSpot with this handy workflow. Whenever a new contact is added in Clio, it will instantly create a new contact in CloudSpot, ensuring a smooth and organized contact management process. Save time and maintain consistent client information with this time-saving automation.

Effortlessly manage your contacts across Clio and CloudSpot with this handy workflow. Whenever a new contact is added in Clio, it will instantly create a new contact in CloudSpot, ensuring a smooth and organized contact management process. Save time and maintain consistent client information with this time-saving automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    CloudSpotCloudSpot
    Create New Contact

    Creates a new contact.

    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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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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cloudspot logo

About CloudSpot

CloudSpot is the fastest and easiest way for photographers to deliver, share, and sell their work!

Related categories

  • File Management & Storage