Create Holded Deal from new Clio Contact
Create Holded Deal from new Clio Contact
Clio + Holded Integration
Connect Clio to Holded 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
Invoice is created in Holded- Purchase is created in Holded
2.
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Ready Workflows for Clio + Holded Integration
Just click on the workflow you want to automate
Most popular automation
When Contact is created in Clio, create Contact in Holded
When Contact is created in Clio, create Contact in Holded
- 1of1
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
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Create Clio contact for new Microsoft Excel row
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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 Holded Automations from
Integrately Community
Most popular
01
Create Holded creditnote for new WhatsApp message
02
Create Holded contact for new Google Sheets row
03
Create Holded contact for new Notion database item
04
Create Holded contact for new WordPress user
05
Create Holded creditnote for new Trello message
Most popular
01
Create Holded creditnote for new WhatsApp message
02
Create Holded contact for new Google Sheets row
03
Create Holded contact for new Notion database item
04
Create Holded contact for new WordPress user
05
Create Holded creditnote for new Trello message
06
Create Holded contact for new Coda row
07
Create Holded contact for new EasyCSV data
08
Create Holded contact for new Bubble data thing
09
Create Holded contact for new MySQL row
10
Create Holded contact for new SeaTable row
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + Holded Now 
In Just 1 Click!
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You Can Also Connect Clio or Holded 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.
Holded
Holded is the only cloud-based tool that has everything you need to manage your company. No more switching between software tools to find what you're looking for. It's all one place — and it's easy to use.
