Clio + HappyFox Integration

Connect Clio to HappyFox in 1 click

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1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • HappyFox
    Task is completed in HappyFox Instant
  • HappyFox
    Ticket is created in HappyFox Instant
  • HappyFox
    Ticket is updated in HappyFox Instant
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2.

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Ready Workflows Ready Workflows   for Clio + HappyFox Integration

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Most popular automationmost-popular-automations
HappyFox + Clio Integration

Create Clio contact from new HappyFox ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.
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Automations

Top 10 Most Popular Clio Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row

Top 10 Most Popular HappyFox Automations from
Integrately Community

Most popularmost-popular-automations
01
HappyFox logo
Google Sheets logo
Create Google Sheets row for new HappyFox ticket
02
HappyFox logo
HubSpot logo
Create HubSpot deal for new HappyFox ticket
03
HappyFox logo
HubSpot logo
Create HubSpot task for new HappyFox ticket
04
HappyFox logo
HubSpot logo
Create HubSpot contact from new HappyFox ticket
05
HubSpot logo
HappyFox logo
Create HappyFox ticket for new HubSpot contact
cloud
HappyFox
app integration
06
Pipeliner Cloud logo
HappyFox logo
Create HappyFox ticket for new Pipeliner Cloud contact
07
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud task for new HappyFox ticket
08
HappyFox logo
Pipeliner Cloud logo
Create Pipeliner Cloud contact from new HappyFox ticket
09
Form-Data logo
HappyFox logo
Create HappyFox ticket for new Form-Data form submission
10
Force Manager logo
HappyFox logo
Create HappyFox ticket for new Force Manager contact
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Clio or HappyFox With 1400+ Other Apps

Clio
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.
HappyFox
HappyFox
HappyFox is a robust help desk and customer support software that streamlines ticket management, improves collaboration, and enhances customer satisfaction. Simplify your support process with HappyFox’s all-in-one platform.