Clio + Trengo Integration

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Clio + Trengo 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 has 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
  • Trengo
    New inbound message is added in Trengo Instant
  • Trengo
    New outbound message is added in Trengo Instant
  • Trengo
    New internal note is added in Trengo Instant
  • Trengo
    Phone call is missed in Trengo Instant
  • Trengo
    Phone call is ended in Trengo Instant
  • Trengo
    Phone call is started in Trengo Instant
  • Trengo
    Ticket is assigned in Trengo Instant
  • Trengo
    Ticket is closed in Trengo Instant
  • Trengo
    Ticket is reopened in Trengo Instant
  • Trengo
    Ticket marked as spam in Trengo Instant
  • Trengo
    Ticket unmarked as spam in Trengo Instant
  • Trengo
    Ticket label is added in Trengo Instant
2.
  • 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
  • Trengo
    Search contact in Trengo
  • Trengo
    Send a message in Trengo
  • Trengo
    Send a WhatsApp message template in Trengo
  • Trengo
    Send a ticket message in Trengo
  • Trengo
    Send a ticket media message in Trengo
  • Trengo
    Create a ticket in Trengo
  • Trengo
    Reopen a ticket in Trengo
  • Trengo
    Attach a label in Trengo
  • Trengo
    Assign a ticket in Trengo
  • Trengo
    Close a ticket in Trengo
  • Trengo
    Mark ticket as spam in Trengo
  • Trengo
    Unmark ticket as spam in Trengo
  • Trengo
    Mark a ticket as favorite in Trengo
  • Trengo
    Unmark a ticket as favorite in Trengo
  • Trengo
    Create a user in Trengo
  • Trengo
    Log a phone call in Trengo
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