Popular Workiom + Clio Workflows
Create Clio contact for new Workiom record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Workiom record
When Record is created in Workiom > Check any condition > Create person contact in Clio
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Workiom allows you to create business applications using a visual drag-and-drop interface. You can create your own custom apps from scratch or by selecting from pre-built business apps.
See Workiom IntegrationsClio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.
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