Clio + Swapcard Integration

Connect Clio to Swapcard in 1 click

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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
  • Swapcard
    Person is created in Swapcard
  • Swapcard
    Event is created in Swapcard
  • Swapcard
    Group is created in Swapcard
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2.

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Ready Workflows Ready Workflows   for Clio + Swapcard Integration

Just click on the workflow you want to automate

Most popular automationmost-popular-automations
Swapcard + Clio Integration

Create Clio contact from new Swapcard person

Creating an event in Swapcard is a great way to bring together people who share a common interest. But what happens when you want to keep track of all the persons of your event?

The answer is simple. You use this Swapcard - Clio integration to create a new contact in Clio for each person who registers for your event through Swapcard. This will help you stay organized and easily keep track of your persons' information.

It also helps track event participation and keep your marketing efforts targeted. So just click activate and start automating your event management process!
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Automations

Top 10 Most Popular Clio Automations from
Integrately Community

Just click on the workflow you want to automate

Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
Activate
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
Activate
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
Activate
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
Activate
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
Activate
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
MySQL logo
Clio logo
Create Clio contact for new MySQL row

Top 10 Most Popular Swapcard Automations from
Integrately Community

Most popularmost-popular-automations
01
Swapcard logo
HubSpot logo
Create HubSpot contact from new Swapcard person
02
Swapcard logo
WordPress logo
Create WordPress post for new Swapcard event
03
Swapcard logo
Google Calendar logo
Create Google Calendar event for new Swapcard event
04
Swapcard logo
Marketo logo
Create Marketo contact for new Swapcard person
05
Swapcard logo
HubSpot logo
Create HubSpot deal for new Swapcard event
cloud
Swapcard
app integration
06
Swapcard logo
Nuelink logo
Create Nuelink post for new Swapcard event
07
Swapcard logo
Ocoya logo
Create Ocoya post for new Swapcard event
08
Swapcard logo
Google My Business logo
Create Google My Business post for new Swapcard event
09
Swapcard logo
Twitter logo
Create Twitter tweet for new Swapcard event
10
Swapcard logo
Brilliant Directories logo
Create Brilliant Directories post for new Swapcard event
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Clio or Swapcard With 1400+ Other Apps

Clio
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.
Swapcard
Swapcard
Swapcard is a powerful event management platform that enables you to run both in-person and virtual events effortlessly. From conferences and trade shows to product launches and company retreats, it has got you covered.