Clio + Divorcepath integrations
Create new Divorcepath clients from new Clio contacts
Take the hassle out of managing your legal clients with this Clio-Divorcepath integration. As soon as you add a new contact in Clio, the workflow will swiftly create a client profile in Divorcepath. This seamless process not only saves valuable time but also ensures you have up-to-date client information at your fingertips when you need it.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Create ClientCreates a new client in your organization.
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More things you can do with Clio and Divorcepath
Discover other triggers and actions you can use with Clio and Divorcepath
- 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
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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