Clio + Engage by Cell - Digital Wallet

Create passes in Engage by Cell Pass for new contacts in Clio

Effortlessly create and manage your client list by connecting Clio to Engage by Cell Pass. With this automation, whenever a new contact is added in Clio, a pass will be generated in Engage by Cell Pass, keeping your client information organized and easily accessible. Streamline your law practice and focus on providing exceptional legal services while this simple and seamless workflow takes care of the details.

Effortlessly create and manage your client list by connecting Clio to Engage by Cell Pass. With this automation, whenever a new contact is added in Clio, a pass will be generated in Engage by Cell Pass, keeping your client information organized and easily accessible. Streamline your law practice and focus on providing exceptional legal services while this simple and seamless workflow takes care of the details.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Engage by Cell - Digital WalletEngage by Cell - Digital Wallet
    Generate Pass

    Generate a Pass

    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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engage-by-cell-digital-wallet logo
engage-by-cell-digital-wallet logo

About Engage by Cell - Digital Wallet

Engage by Cell - Digital Wallet is an application for creating and managing digital wallets.

Related categories

  • Marketing