Clio + Offri

Create new Offri contacts from new Clio contacts with ease

Save time managing your contacts with this seamless workflow between Clio and Offri. When a new contact is added in Clio, the integration will automatically create a contact in Offri, ensuring your client information is up-to-date across both platforms. Simplify your contact management and focus on building better relationships with your clients.

Save time managing your contacts with this seamless workflow between Clio and Offri. When a new contact is added in Clio, the integration will automatically create a contact in Offri, ensuring your client information is up-to-date across both platforms. Simplify your contact management and focus on building better relationships with your clients.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OffriOffri
    Create Contact

    Creates a 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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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management