When Contact is created in Clio, create Contact in Circle
When Contact is created in Clio, create Contact in Circle
Circle + Clio Integration
Connect Circle to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Space is created in Circle- Member is added in Circle
- Member is tagged in Circle
- Comment is added in Circle
- Post is created in Circle
- Member charge is paid in Circle
- Community is created in Circle
- Member charge is refunded in Circle
- Subscription is active in Circle
- Subscription is canceled in Circle
- Subscription is past due in Circle
- Trial subscription is created in Circle
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 Circle + Clio Integration
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Most popular automations
Create Clio contact for new Circle 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 Circle - Clio integration, anytime a new Circle 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 Circle - Clio integration, anytime a new Circle 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 Member is added in Circle > Check condition > Create person contact in Clio
Circle + Clio Integration
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Circle Automations from
Integrately Community
Just click on the workflow you want to automate
Create Circle contact for new WordPress user
Create Notion database item for new Circle contact
Create ActiveCampaign contact for new Circle contact
Create Circle contact from new ThriveCart purchase
Create Shopify customer for new Circle contact
Create Circle contact for new WordPress user
Create Notion database item for new Circle contact
Create ActiveCampaign contact for new Circle contact
Create Circle contact from new ThriveCart purchase
Create Shopify customer for new Circle contact
Create Circle contact from new WooCommerce customer
Create Circle contact for new Microsoft Excel row
Create Circle contact for new Encharge person
Create NationBuilder contact for new Circle contact
Send Online Live Support message for new Circle contact
Create Circle contact from new WooCommerce customer
Create Circle contact for new Microsoft Excel row
Create Circle contact for new Encharge person
Create NationBuilder contact for new Circle contact
Send Online Live Support message for new Circle contact
Top 10 Most Popular Clio Automations from
Integrately Community
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
04
Create Clio contact for new Google Sheets row
05
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
04
Create Clio contact for new Google Sheets row
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
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
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Connect Circle + Clio Now 
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You Can Also Connect Circle or Clio With 1400+ Other Apps
Circle
Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so
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.
