When Contact is created in Clio, create Task in awork
When Contact is created in Clio, create Task in awork
awork + Clio Integration
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When Task is created in Clio, create Task in awork
When Task is created in Clio, create Task in awork
Create Clio contact for new awork client
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 awork - Clio integration, anytime a new awork client 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 awork - Clio integration, anytime a new awork client 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.
Create Clio company from new awork project
If you're using the time tracking app awork to manage your project, you'll want to create a company in Clio to keep all your project data in one place.
That way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Clio whenever you create a project in awork.
See moreThat way, you can easily see how each of your project is contributing to your overall business goals. This integration will create a company in Clio whenever you create a project in awork.
When Client is added in awork > Check condition > Create person contact in Clio
awork + Clio Integration
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awork is a simple project management platform for personal and business use. It's focus is to help users track their tasks in the easiest way possible, saving them time and energy.
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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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