When Contact is created in Clio, create Contact in LionDesk
When Contact is created in Clio, create Contact in LionDesk
Clio + LionDesk Integration
Connect Clio to LionDesk 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
Contact is created in LionDesk
2.
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Ready Workflows for Clio + LionDesk Integration
Just click on the workflow you want to automate
Most popular automations
Create Clio contact for new LionDesk contact
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and LionDesk contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and LionDesk contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Clio company for new LionDesk contact
LionDesk + Clio Integration
Create Clio company for new LionDesk contact
LionDesk + Clio Integration
When Contact is created in LionDesk > Check condition > Create person contact in Clio
LionDesk + Clio Integration
- 1of1
Did you know?
Our team can create automations for you... At no extra cost!
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
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
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 LionDesk Automations from
Integrately Community
Most popular
01
Create LionDesk contact for new Elementor Forms form submission
02
Create LionDesk contact for new WPForms form submission
03
Create LionDesk contact for new WordPress user
04
Create LionDesk contact for new Webflow form submission
05
Create LionDesk contact for new Convertful form submission
06
Send RingCentral message for new LionDesk contact
07
Create LionDesk contact for new Mautic form submission
08
Create LionDesk contact for new GroovePages response
09
Create LionDesk contact for new HappyForms form submission
10
Create LionDesk contact for new Swipe Pages response
Most popular
01
Create LionDesk contact for new Elementor Forms form submission
02
Create LionDesk contact for new WPForms form submission
03
Create LionDesk contact for new WordPress user
04
Create LionDesk contact for new Webflow form submission
05
Create LionDesk contact for new Convertful form submission
06
Send RingCentral message for new LionDesk contact
07
Create LionDesk contact for new Mautic form submission
08
Create LionDesk contact for new GroovePages response
09
Create LionDesk contact for new HappyForms form submission
10
Create LionDesk contact for new Swipe Pages response
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + LionDesk Now 
In Just 1 Click!
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You Can Also Connect Clio or LionDesk 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.
LionDesk
LionDesk is a leading Sales Execution Platform used by sales teams around the world to power all their sales processes, from lead generation & management to productivity & collaboration.
