When Contact is created in Clio, create Task in Plutio
When Contact is created in Clio, create Task in Plutio
Clio + Plutio Integration
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Popular Clio + Plutio Workflows
When Task is created in Clio, create Task in Plutio
When Task is created in Clio, create Task in Plutio
When Contact is created in Clio, create Person in Plutio
When Contact is created in Clio, create Person in Plutio
Create Clio contact for new Plutio person
Plutio + Clio Integration
Create Clio contact for new Plutio proposal
If your business uses Plutio to create proposal, you'll want to make sure that your Clio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.
But what if you could automatically create a contact in Clio each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Clio.
See moreBut what if you could automatically create a contact in Clio each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Clio.
When Task is updated in Plutio > Check any condition > Create person contact in Clio
Plutio + Clio Integration
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750 Tasks
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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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Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!
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