Clio + Offri

Create Offri contacts from new Clio activities

Effortlessly manage your contacts between Clio and Offri with this seamless workflow. Whenever a new activity is added in Clio, this automation will create a corresponding contact in Offri. Keep your contact lists up-to-date and well-organized, saving you time and ensuring all important information is synced across both apps.

Effortlessly manage your contacts between Clio and Offri with this seamless workflow. Whenever a new activity is added in Clio, this automation will create a corresponding contact in Offri. Keep your contact lists up-to-date and well-organized, saving you time and ensuring all important information is synced across both apps.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity 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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Zapier Interfaces integrationsZapier Interfaces integrations

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offri logo
offri logo

About Offri

Offri enables you to create great looking proposals quickly.

Related categories

  • Proposal & Invoice Management