When Contact is created in Clio, create contact in NationBuilder
When Contact is created in Clio, create contact in NationBuilder
Clio + NationBuilder Integration
Connect Clio to NationBuilder 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
New contact is created in NationBuilder- Person is updated in NationBuilder
- New person is added in NationBuilder
- New event is created in NationBuilder
- New donation is created in NationBuilder
2.
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Ready Workflows for Clio + NationBuilder Integration
Just click on the workflow you want to automate
Most popular automations
Create Clio contact for new NationBuilder 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 NationBuilder - Clio integration, anytime a new NationBuilder 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.
See moreHowever, 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 NationBuilder - Clio integration, anytime a new NationBuilder 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.
When New contact is created in NationBuilder > Check condition > Create person contact in Clio
NationBuilder + Clio Integration
When New person is added in NationBuilder > Check condition > Create person contact in Clio
NationBuilder + Clio Integration
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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 NationBuilder Automations from
Integrately Community
Most popular
01
Create NationBuilder contact for new Survey Monkey survey response
02
Create NationBuilder contact for new Elementor Forms form submission
03
Create NationBuilder contact for new Webflow form submission
04
Create NationBuilder contact for new Simvoly form submission
05
Create NationBuilder contact for new WPForms form submission
06
Create NationBuilder contact for new FormKeep submission
07
Create NationBuilder contact for new ConvertCreator form submission
08
Create NationBuilder contact for new EMBUDO.marketing form submission
09
Create PostgreSQL row for new NationBuilder contact
10
Send Online Live Support message for new NationBuilder contact
Most popular
01
Create NationBuilder contact for new Survey Monkey survey response
02
Create NationBuilder contact for new Elementor Forms form submission
03
Create NationBuilder contact for new Webflow form submission
04
Create NationBuilder contact for new Simvoly form submission
05
Create NationBuilder contact for new WPForms form submission
06
Create NationBuilder contact for new FormKeep submission
07
Create NationBuilder contact for new ConvertCreator form submission
08
Create NationBuilder contact for new EMBUDO.marketing form submission
09
Create PostgreSQL row for new NationBuilder contact
10
Send Online Live Support message for new NationBuilder contact
How Integrately Works?
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Select Automation
2
Connect Accounts
3
Automation is ready
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You Can Also Connect Clio or NationBuilder 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.
NationBuilder
NationBuilder is the platform for every movement, organization, and campaign that wants to succeed. It's powerful tools help you engage supporters, run campaigns, build membership and manage your day-to-day operations.
