When Contact is created in Clio, create Contact in Moneybird
When Contact is created in Clio, create Contact in Moneybird
Clio + Moneybird Integration
Connect Clio to Moneybird in 1 click
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Popular Clio + Moneybird Workflows
Create Clio company from new Moneybird sales invoice
If you're a small business owner who uses Moneybird to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an sales invoice is created.
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Moneybird!
Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Moneybird!
Create Clio contact for new Moneybird contact
If you are using Moneybird, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a contact in Moneybird, a corresponding contact will be created in Clio.
This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See moreThis way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
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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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Moneybird is the right solution for small businesses. It's cloud accounting software that offers an all-in-one dashboard for your business finances, so you can manage them in one place.
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