Create Flexie CRM deal from new Clio Contact
Create Flexie CRM deal from new Clio Contact
Flexie CRM + Clio Integration
Connect Flexie CRM to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
Universal trigger in Flexie CRM 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 Flexie CRM + Clio Integration
Just click on the workflow you want to automate
Most popular automation
When Contact is created in Clio, create Contact in Flexie CRM
When Contact is created in Clio, create Contact in Flexie CRM
- 1of1
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Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Flexie CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Flexie CRM deal for new Webflow form submission
Create Flexie CRM contact for new Google Sheets row
Create Flexie CRM contact for new CompanyHub record
Create Flexie CRM contact for new CompanyHub contact
Create Flexie CRM contact for new Salesforce record
Create Flexie CRM deal for new Webflow form submission
Create Flexie CRM contact for new Google Sheets row
Create Flexie CRM contact for new CompanyHub record
Create Flexie CRM contact for new CompanyHub contact
Create Flexie CRM contact for new Salesforce record
Create Flexie CRM contact for new Zoho Creator record
Create Flexie CRM contact for new EasyCSV data
Create Flexie CRM contact for new Bubble data thing
Create Flexie CRM contact for new PostgreSQL row
Create Flexie CRM contact for new MySQL row
Create Flexie CRM contact for new Zoho Creator record
Create Flexie CRM contact for new EasyCSV data
Create Flexie CRM contact for new Bubble data thing
Create Flexie CRM contact for new PostgreSQL row
Create Flexie CRM contact for new MySQL row
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
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Flexie CRM + Clio Now 
In Just 1 Click!
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750 Tasks
in $19.99
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2,000 Tasks
in $19.99
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You Can Also Connect Flexie CRM or Clio With 1400+ Other Apps
Flexie CRM
Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.
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.
