Clio + Project Broadcast

Create Project Broadcast contacts from new Clio activities

Effortlessly keep your contacts up-to-date with this workflow. Whenever a new activity occurs in Clio, this automation will create a contact in Project Broadcast, ensuring your database stays current and saving you valuable time on manual entry. Make managing your contacts more streamlined and efficient with this simple yet powerful solution.

Effortlessly keep your contacts up-to-date with this workflow. Whenever a new activity occurs in Clio, this automation will create a contact in Project Broadcast, ensuring your database stays current and saving you valuable time on manual entry. Make managing your contacts more streamlined and efficient with this simple yet powerful solution.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Project BroadcastProject Broadcast
    Create Contact

    Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.

    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
project-broadcast logo
project-broadcast logo

About Project Broadcast

Project Broadcast is a robust business texting platform that allows you to communicate with your customers with ease while maintaining that personal connection.
Learn more

Related categories

  • Phone & SMS