Clio + LearnDash Integration

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Clio + LearnDash Integration
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
  • LearnDash
    User is enrolled into a course in LearnDash Instant
  • LearnDash
    Course is completed in LearnDash Instant
  • LearnDash
    Quiz is completed in LearnDash Instant
  • LearnDash
    Lesson is completed in LearnDash Instant
  • LearnDash
    Quiz is passed in LearnDash Instant
  • LearnDash
    Topic is completed in LearnDash Instant
  • LearnDash
    Essay is submitted in LearnDash Instant
  • LearnDash
    Quiz is failed in LearnDash Instant
  • LearnDash
    Course is created in LearnDash
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • LearnDash
    Search user in group in LearnDash
  • LearnDash
    Enroll user to a course in LearnDash
  • LearnDash
    Unroll user from course in LearnDash
  • LearnDash
    Add user to a group in LearnDash
  • LearnDash
    Search user in LearnDash
  • LearnDash
    Remove user from group in LearnDash
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