When Contact is created in Clio, create Client in Invoice Ninja
When Contact is created in Clio, create Client in Invoice Ninja
Invoice Ninja + Clio Integration
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Popular Invoice Ninja + Clio Workflows
When Contact is created in Clio, create Task in Invoice Ninja
When Contact is created in Clio, create Task in Invoice Ninja
Create Clio company from new Invoice Ninja invoice
If you're a small business owner who uses Invoice Ninja to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Invoice Ninja!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Invoice Ninja!
Create Clio contact for new Invoice Ninja client
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 Invoice Ninja - Clio integration, anytime a new Invoice Ninja client 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 Invoice Ninja - Clio integration, anytime a new Invoice Ninja client 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 Client is created in Invoice Ninja > Search person contact in Clio > Check any condition > Create person contact in Clio
Invoice Ninja + Clio Integration
When Client is created in Invoice Ninja > Check condition > Create person contact in Clio
Invoice Ninja + Clio Integration
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With Invoice Ninja, you can create and send invoices to your customers in a few simple steps. You can choose from hundreds of invoice templates or build your own from scratch. And it's all free!
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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.
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