Clio + DatHuis
Create DatHuis contacts from new Clio contacts with corresponding events
Effortlessly manage your contacts across Clio and DatHuis with this time-saving workflow. When a new contact is added in Clio, the contact will be created in DatHuis using the same event details. Keep your client information up-to-date and organized, ensuring seamless communication and collaboration across both platforms.
Effortlessly manage your contacts across Clio and DatHuis with this time-saving workflow. When a new contact is added in Clio, the contact will be created in DatHuis using the same event details. Keep your client information up-to-date and organized, ensuring seamless communication and collaboration across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Contact by Event
Creates a new contact and event.
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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.
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About DatHuis
DatHuis is a marketing automation platform for professionals working in residental real estate. With DatHuis you can generate leads and turn leads into customers.