When Contact is created in Clio, create Contact in dotdigital
When Contact is created in Clio, create Contact in dotdigital
Clio + dotdigital Integration
Connect Clio to dotdigital 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
Survey response is received in dotdigital
2.
Trusted by experts at...
Ready Workflows for Clio + dotdigital Integration
Just click on the workflow you want to automate
Most popular automations
Update dotdigital Contact from new Clio Contact
Update dotdigital Contact from new Clio Contact
Create Clio contact for new dotdigital survey response
When someone completes your dotdigital, a new contact is automatically created in your Clio. This way, you can quickly follow up with the survey response and turn them into a customer!
Plus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, all of the information from the dotdigital is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a dotdigital - Clio integration set up makes it easy to manage your customer relationships and grow your business.
Create Clio company for new dotdigital survey response
dotdigital + Clio Integration
When New survey response is submitted in dotdigital > Check any condition > Create person contact in Clio
dotdigital + Clio Integration
- 1of1
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Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
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
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 dotdigital Automations from
Integrately Community
Most popular
01
Create Notion database item for new dotdigital survey response
02
Create Salesforce record for new dotdigital survey response
03
Send ClickSend SMS message for new dotdigital survey response
04
Send Twilio sms for new dotdigital survey response
05
Send SendGrid email for new dotdigital survey response
06
Send sms77 message for new dotdigital survey response
07
Send Mailazy message for new dotdigital survey response
08
Send Flock message for new dotdigital survey response
09
Create Zoho Recruit record for new dotdigital survey response
10
Create Zoho Sheet row for new dotdigital survey response
Most popular
01
Create Notion database item for new dotdigital survey response
02
Create Salesforce record for new dotdigital survey response
03
Send ClickSend SMS message for new dotdigital survey response
04
Send Twilio sms for new dotdigital survey response
05
Send SendGrid email for new dotdigital survey response
06
Send sms77 message for new dotdigital survey response
07
Send Mailazy message for new dotdigital survey response
08
Send Flock message for new dotdigital survey response
09
Create Zoho Recruit record for new dotdigital survey response
10
Create Zoho Sheet row for new dotdigital survey response
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + dotdigital Now 
In Just 1 Click!
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Connect Clio + dotdigital Now
In Just 1 Click!
Want to automate something else in your workflow?
You Can Also Connect Clio or dotdigital 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.
dotdigital
dotdigital is the leading engagement platform for B2B businesses. We help companies of all sizes to engage customers across all touchpoints from email, social and mobile marketing through to data management and analytics.
