When Contact is created in Clio, create Task in Nimble
When Contact is created in Clio, create Task in Nimble
Clio + Nimble Integration
Connect Clio to Nimble in 1 click
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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 Nimble
2.
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Most popular automations
Create Clio contact for new Nimble 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 Nimble - Clio integration, anytime a new Nimble 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 Nimble - Clio integration, anytime a new Nimble 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 Contact is created in Nimble > Check condition > Create person contact in Clio
Nimble + Clio Integration
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Top 10 Most Popular Clio Automations from
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Create Clio contact for new Microsoft Excel row
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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 Nimble Automations from
Integrately Community
Most popular
01
Create Nimble task for new Google Docs file
02
Create task in Nimble for Payment sale is completed in PayPal
03
Create Nimble task for new Quickbooks Online payment
04
Create Nimble task for new Zendesk ticket
05
Send ClickSend SMS message for new Nimble contact
Most popular
01
Create Nimble task for new Google Docs file
02
Create task in Nimble for Payment sale is completed in PayPal
03
Create Nimble task for new Quickbooks Online payment
04
Create Nimble task for new Zendesk ticket
05
Send ClickSend SMS message for new Nimble contact
06
Send Mobiniti SMS message for new Nimble contact
07
Send Flock message for new Nimble contact
08
Create Nimble task for new Dotloop loop
09
Create Notion database item for new Nimble contact
10
Create Ninox record for new Nimble contact
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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.
Nimble
Nimble is a social CRM to manage your contacts, communications, activities and sales with built-in lead scoring. Nimble also allows you to track your team’s activity from their desktop or mobile devices in real time.
