Create Clio company for new Agendor organization
Agendor + Clio Integration
Agendor + Clio Integration
Connect Agendor to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
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 is 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
2.
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Ready Workflows for Agendor + Clio Integration
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Most popular automations
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.
See moreHowever, 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.
When Person is created in Agendor > Check condition > Create person contact in Clio
Agendor + Clio Integration
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Top 10 Most Popular Agendor Automations from
Integrately Community
Just click on the workflow you want to automate
Create Agendor contact for new Notion database item
Create Agendor contact for new Google Sheets row
Create Agendor contact for new WordPress user
Create Agendor contact for new CompanyHub record
Create Agendor contact for new Salesforce record
Create Agendor contact for new Notion database item
Create Agendor contact for new Google Sheets row
Create Agendor contact for new WordPress user
Create Agendor contact for new CompanyHub record
Create Agendor contact for new Salesforce record
Create Agendor contact for new Airtable record
Create Agendor contact for new Grist record
Create Agendor contact for new Zoho Creator record
Create Agendor contact for new MySQL row
Create Agendor contact for new Bubble data thing
Create Agendor contact for new Airtable record
Create Agendor contact for new Grist record
Create Agendor contact for new Zoho Creator record
Create Agendor contact for new MySQL row
Create Agendor contact for new Bubble data thing
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
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You Can Also Connect Agendor or Clio With 1400+ Other Apps
Agendor
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.
Clio
Clio 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.
