When Contact is created in Clio, create contact in Alegra
When Contact is created in Clio, create contact in Alegra
Alegra + Clio Integration
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Popular Alegra + Clio Workflows
Create Clio company from new Alegra invoice
If you're a small business owner who uses Alegra to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Alegra!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Alegra!
Create Clio contact for new Alegra contact
If you are using Alegra, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a contact in Alegra, a corresponding contact will be created in Clio.
This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See moreThis way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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Alegra is a simple and intuitive app that helps small and medium businesses in Latin America manage their business finances. It's the easiest way to keep track of expenses and organize your invoices.
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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.
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