When Contact is created in Clio, create customer in IRIS KashFlow
When Contact is created in Clio, create customer in IRIS KashFlow
IRIS KashFlow + Clio Integration
Connect IRIS KashFlow to Clio 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
2.
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Ready Workflows for IRIS KashFlow + Clio Integration
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Top 10 Most Popular IRIS KashFlow Automations from
Integrately Community
Just click on the workflow you want to automate
Create IRIS KashFlow invoice for new Shopify order
Create IRIS KashFlow order for new HubSpot deal
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Create IRIS KashFlow invoice from new row Google Sheets
Create IRIS KashFlow invoice for new Webflow order
Create IRIS KashFlow invoice for new Shopify order
Create IRIS KashFlow order for new HubSpot deal
Create IRIS KashFlow order for new Bigin by Zoho CRM deal
Create IRIS KashFlow invoice from new row Google Sheets
Create IRIS KashFlow invoice for new Webflow order
Create IRIS KashFlow invoice for new Zoho Inventory order
Create IRIS KashFlow invoice for new Peak Funnels order
Create IRIS KashFlow invoice for new DNA Super Systems order
Create IRIS KashFlow invoice for new The Conversion Engine order
Create IRIS KashFlow invoice for new AccuFunnels order
Create IRIS KashFlow invoice for new Zoho Inventory order
Create IRIS KashFlow invoice for new Peak Funnels order
Create IRIS KashFlow invoice for new DNA Super Systems order
Create IRIS KashFlow invoice for new The Conversion Engine order
Create IRIS KashFlow invoice for new AccuFunnels order
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
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You Can Also Connect IRIS KashFlow or Clio With 1400+ Other Apps
IRIS KashFlow
IRIS KashFlow is purpose built for small businesses with accounting needs from A to Z. It helps you manage finances, bookkeeping and tax compliance in one place, allowing you to spend more time on your business.
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.
