Clio + Contacts+
Clio + Contacts+
Clio + Contacts+ integrations
Add notes to Contacts+ contacts for new Clio activities
Effortlessly keep your Contacts+ notes up-to-date with new activities from your Clio app. This workflow initiates whenever there's a new activity in Clio, instantly adding a note to the relevant contact in Contacts+. Improve your efficiency and easily maintain an organized record of client interactions.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add Note to ContactAppends a note to a contact.
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More things you can do with Clio and Contacts+
Discover other triggers and actions you can use with Clio and Contacts+
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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.
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About Contacts+
Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.
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