When Contact is created in Clio, create Prospect in Bind ERP
When Contact is created in Clio, create Prospect in Bind ERP
Bind ERP + Clio Integration
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Popular Bind ERP + Clio Workflows
Create Clio company from new Bind ERP invoice
If you're a small business owner who uses Bind ERP 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 Bind ERP!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Bind ERP!
Create Clio contact for new Bind ERP prospect
If you are using Bind ERP, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, 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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Bind ERP offers a complete business solution to small and medium-sized businesses by providing an easy-to-use management system. With Bind, you can manage your business from anywhere without any complications.
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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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