Clio + Moxie Integration

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Popular Clio + Moxie Workflows

Create Clio contact for new Moxie contact

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 Moxie - Clio integration, anytime a new Moxie contact 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.

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Create Your Own Clio & Moxie Integration Without Any Code

Create Custom Workflow

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
Agreement is signed in Moxie Instant
Agreement is viewed in Moxie Instant
Agreement is sent in Moxie Instant
Form is completed in Moxie Instant
Payment is recieved in Moxie Instant
Invoice is sent in Moxie Instant
Client is deleted in Moxie Instant
Client is updated in Moxie Instant
Client is created in Moxie Instant
Meeting is scheduled in Moxie Instant
Task is updated in Moxie Instant
Comment is added on ticket in Moxie Instant
Ticket is deleted in Moxie Instant
Ticket is closed in Moxie Instant
Ticket is updated in Moxie Instant
Ticket is created in Moxie Instant
Time entry is deleted in Moxie Instant
Time entry is updated in Moxie Instant
Time entry is created in Moxie Instant
Task is deleted in Moxie Instant
Task needs approval in Moxie Instant
Task is created in Moxie Instant
Project is completed in Moxie Instant
Project is updated in Moxie Instant
Project is created in Moxie Instant
Opportunity is deleted in Moxie Instant
Opportunity is updated in Moxie Instant
Opportunity is created in Moxie Instant
Meeting is cancelled in Moxie Instant
Meeting is updated in Moxie Instant

Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name in Clio
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio
Create expense in Moxie
Create form submission in Moxie
Delete calendar event in Moxie
Create or update calendar event in Moxie
Apply payment to invoice in Moxie
Create invoice in Moxie
Create time entry in Moxie
Create opportunity in Moxie
Create comment on ticket in Moxie
Create ticket in Moxie
Approve task/deliverable in Moxie
Create task in Moxie
Create project in Moxie
Create client in Moxie
Search client in Moxie
Create contact in Moxie
Search contact in Moxie

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