Clio + Questmate

Create and assign quest runs in Questmate for every new contact in Clio

Streamline your customer management process by linking Clio to Questmate. Whenever a new contact is added in Clio, an automation will instantiate a Quest Run in Questmate, effectively assigning the new client to a quest. This workflow ensures your client information integrates seamlessly in real time, saving you the manual task of data entry in Questmate. Simplify and enhance your customer tracking process with this Clio-Questmate connection.

Streamline your customer management process by linking Clio to Questmate. Whenever a new contact is added in Clio, an automation will instantiate a Quest Run in Questmate, effectively assigning the new client to a quest. This workflow ensures your client information integrates seamlessly in real time, saving you the manual task of data entry in Questmate. Simplify and enhance your customer tracking process with this Clio-Questmate connection.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    QuestmateQuestmate
    Create & Assign Quest Run

    Creates and assigns a new Quest Run to a User

    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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questmate logo
questmate logo

About Questmate

Questmate is an app for managing and sharing recurring tasks, like daily routines or business processes.

Related categories

  • Productivity