Agendor + Clio Integration

Connect Agendor to Clio - Automate your workflows in 1-click

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Ready workflows for Agendor + Clio Integration

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Create Clio contact for new Agendor contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agendor - Clio integration, anytime a new Agendor contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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Create Clio company for new Agendor organization

Agendor + Clio Integration

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When Person is created in Agendor > Check condition > Create person contact in Clio

Agendor + Clio Integration

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Create Your Own Agendor & Clio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Agendor & Clio

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Person is created in Agendor Instant
Person is updated in Agendor Instant
Deal is won in Agendor Instant
Deal stage is changed in Agendor Instant
Deal is updated in Agendor Instant
Deal is created in Agendor Instant
Deal is lost in Agendor Instant
Task is created in Agendor Instant
Organization is created in Agendor Instant
Organization is updated in Agendor Instant
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create person in Agendor
Update person in Agendor
Get person by id in Agendor
Search person in Agendor
Update deal status in Agendor
Update deal stage in Agendor
Update deal in Agendor
Get deal by id in Agendor
Search deal in Agendor
Create task in Agendor
Update organization in Agendor
Create organization in Agendor
Get organization by id in Agendor
Search organization in Agendor
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Agendor & Clio In 1 Click
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You Can Also Connect Agendor or Clio With 1100+ Other Apps

Agendor is a sales improvement platform designed for Brazilian companies with long sales cycles, where you can monitor and manage all your contacts, proposals, deals and activities at one place.

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See Clio Integrations