Clio + Databox

Track new Clio contacts by increasing counters in Databox

Keep track of new contacts in Clio and effortlessly update a counter in Databox with this convenient workflow. When a new contact is added in Clio, this automation will instantly increase a counter in Databox, allowing you to easily monitor and analyze your growing client base. Stay organized and save time with this seamless integration.

Keep track of new contacts in Clio and effortlessly update a counter in Databox with this convenient workflow. When a new contact is added in Clio, this automation will instantly increase a counter in Databox, allowing you to easily monitor and analyze your growing client base. Stay organized and save time with this seamless integration.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    DataboxDatabox
    Increase Counter

    Increment a specified metric by 1 every time this action happens.

    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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databox logo
databox logo

About Databox

Databox is a modern Business Intelligence software for teams that need answers now. It offers BI without the complicated setup or long or long learning curve.
Learn more

Related categories

  • Business Intelligence

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