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When Task is created in Clio, create Task in awork
Create Clio contact for new awork client
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.
Create Clio company from new awork project
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.
When Client is added in awork > Check condition > Create person contact in Clio
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to automate repetitive tasks between Clio & awork
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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.
See Clio Integrationsawork 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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