Ready workflows for Stackby + Clio Integration
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Create Clio contact for new Stackby row
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Stackby row
When Row is created in Stackby > Check any condition > Create person contact in Clio
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Create Your Own Stackby & Clio Integration Without Any Code
Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Stackby & Clio
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Stackby & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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You Can Also Connect Stackby or Clio With 1100+ Other Apps
Stackby is a flexible collaboration platform that you can use to make data-driven decisions with your team, automate repetitive tasks and access applications and services using API calls.
See Stackby IntegrationsClio 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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