Create Clio company for new CATS company
CATS + Clio Integration
CATS + Clio Integration
Connect CATS to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Candidate is added to a job in CATS Instant- Candidate is created in CATS Instant
- Job is created in CATS Instant
- Job status is changed in CATS Instant
- Candidate is updated in CATS Instant
- Pipeline is updated in CATS Instant
- User is updated in CATS Instant
- Contact is created in CATS Instant
- Contact status is changed in CATS Instant
- Contact is updated in CATS Instant
- Company status is changed in CATS Instant
- Company is updated in CATS Instant
- Company is created in CATS Instant
- Activity is created in CATS 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 CATS + Clio Integration
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Most popular automations
Create Clio contact for new CATS 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 CATS - Clio integration, anytime a new CATS 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 CATS - Clio integration, anytime a new CATS 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 Contact is created in CATS > Check condition > Create person contact in Clio
CATS + Clio Integration
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Top 10 Most Popular CATS Automations from
Integrately Community
Just click on the workflow you want to automate
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new Google Sheets row
Create CATS contact for new CompanyHub record
Create CATS contact for new Salesforce record
Create CATS contact for new Airtable record
Create CATS contact for new Notion database item
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Create CATS contact for new EasyCSV data
Create CATS contact for new Bubble data thing
Create CATS contact for new PostgreSQL row
Create CATS contact for new SeaTable row
Create CATS contact from new Shoplazza customer
Top 10 Most Popular Clio Automations from
Integrately Community
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Create Clio contact for new Microsoft Excel row
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Create Clio contact for new MemberPress member
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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
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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
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Create Clio contact for new PostgreSQL row
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Create Clio contact for new MySQL row
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You Can Also Connect CATS or Clio With 1400+ Other Apps
CATS
CATS is a simple and affordable applicant tracking system that enables you to track all your applicants in one place. It provides tools to manage the entire recruiting process from job postings to social media networks and generate customized reports.
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.
