Clio + Satiurn Integration

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Popular Clio + Satiurn Workflows

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Satiurn + Clio Integration

Create Clio contact for new Satiurn resource

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 Satiurn - Clio integration, anytime a new Satiurn resource 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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Satiurn + Clio Integration

Create Clio contact for new Satiurn proposal

If your business uses Satiurn 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 Satiurn, Integrately will automatically create a new contact in Clio.
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Clio + Satiurn Integration
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Satiurn
    Resource created in Satiurn Instant
  • Satiurn
    Resource deleted in Satiurn Instant
  • Satiurn
    Resource updated in Satiurn Instant
  • Satiurn
    Movement created in Satiurn Instant
  • Satiurn
    Pipeline updated in Satiurn Instant
  • Satiurn
    History updated in Satiurn Instant
  • Satiurn
    Task comment updated in Satiurn Instant
  • Satiurn
    Movement updated in Satiurn Instant
  • Satiurn
    Movement deleted in Satiurn Instant
  • Satiurn
    Stadium created in Satiurn Instant
  • Satiurn
    Pipeline created in Satiurn Instant
  • Satiurn
    Pipeline deleted in Satiurn Instant
  • Satiurn
    History created in Satiurn Instant
  • Satiurn
    History deleted in Satiurn Instant
  • Satiurn
    Timer created in Satiurn Instant
  • Satiurn
    Issue comment created in Satiurn Instant
  • Satiurn
    Issue comment updated in Satiurn Instant
  • Satiurn
    Issue comment deleted in Satiurn Instant
  • Satiurn
    Task comment created in Satiurn Instant
  • Satiurn
    Task comment deleted in Satiurn Instant
  • Satiurn
    Proposal updated in Satiurn Instant
  • Satiurn
    Proposal deleted in Satiurn Instant
  • Satiurn
    Proposal created in Satiurn Instant
  • Satiurn
    Task created in Satiurn Instant
  • Satiurn
    Task updated in Satiurn Instant
  • Satiurn
    Task deleted in Satiurn Instant
  • Satiurn
    Issue created in Satiurn Instant
  • Satiurn
    Issue updated in Satiurn Instant
  • Satiurn
    Issue deleted in Satiurn Instant
  • Satiurn
    Reminder created in Satiurn Instant
  • Satiurn
    Reminder updated in Satiurn Instant
  • Satiurn
    Reminder deleted in Satiurn Instant
  • Satiurn
    Board created in Satiurn Instant
  • Satiurn
    Board updated in Satiurn Instant
  • Satiurn
    Board deleted in Satiurn Instant
  • Satiurn
    Category created in Satiurn Instant
  • Satiurn
    Category updated in Satiurn Instant
  • Satiurn
    Category deleted in Satiurn Instant
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Satiurn
    Create label in Satiurn
  • Satiurn
    Create stage in Satiurn
  • Satiurn
    Create stadium in Satiurn
  • Satiurn
    Create reminder in Satiurn
  • Satiurn
    Create movement in Satiurn
  • Satiurn
    Create pipeline in Satiurn
  • Satiurn
    Create resource in Satiurn
  • Satiurn
    Create task in Satiurn
  • Satiurn
    Create group in Satiurn
  • Satiurn
    Create issue in Satiurn
  • Satiurn
    Create board in Satiurn
  • Satiurn
    Create category in Satiurn
  • Satiurn
    Create proposal in Satiurn
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