Clio + Siigo

Create new Siigo customers from new Clio activities

Effortlessly manage your contacts between Clio and Siigo with this seamless workflow. When a new activity occurs in Clio, it instantly creates a customer in Siigo, saving you time and keeping your databases consistent. Stay organized and efficient by streamlining your client management process.

Effortlessly manage your contacts between Clio and Siigo with this seamless workflow. When a new activity occurs in Clio, it instantly creates a customer in Siigo, saving you time and keeping your databases consistent. Stay organized and efficient by streamlining your client management process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    SiigoSiigo
    Create Customer

    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
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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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Siigo

Siigo Nube is an Accounting and Administrative software for SMBs companies.

Related categories

  • Accounting