Create Clio company for new Deputy location
Deputy + Clio Integration
Clio + Deputy Integration
Connect Clio to Deputy in 1 click
Free forever.Use premium features free for 14 days.1.
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
Notification is created in Deputy- Location is created in Deputy
- Post is created in Deputy
- Area/department is created in Deputy
- People is created in Deputy
2.
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Create Clio contact for new Deputy 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 Deputy - Clio integration, anytime a new Deputy 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 Deputy - Clio integration, anytime a new Deputy 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 People is created in Deputy > Check condition > Create person contact in Clio
Deputy + Clio Integration
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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 Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Deputy Automations from
Integrately Community
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01
Create Deputy contact for new Google Sheets row
02
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03
Create Deputy contact for new Salesforce record
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Create Deputy contact for new Airtable record
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Create Deputy contact for new Notion database item
Most popular
01
Create Deputy contact for new Google Sheets row
02
Create Deputy contact for new CompanyHub record
03
Create Deputy contact for new Salesforce record
04
Create Deputy contact for new Airtable record
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Create Deputy contact for new Notion database item
06
Create Deputy contact for new Bubble data thing
07
Create Deputy contact for new PostgreSQL row
08
Send Mocean API message for new Deputy post
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Create Brilliant Directories post for new Deputy post
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Create Shoplazza customer for new Deputy contact
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You Can Also Connect Clio or Deputy With 1400+ Other Apps
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.
Deputy
Deputy is a platform that helps you schedule in line with demand, prepare accurate payroll, and communicate clearly. It radically simplifies how you run your business and makes it more profitable, connected, and trusted.
