When Contact is created in Clio, create Record in Zengine
When Contact is created in Clio, create Record in Zengine
Clio + Zengine Integration
Connect Clio to Zengine in 1 click
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Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Record is created in Zengine Instant- Record is updated in Zengine Instant
- Task is created in Zengine Instant
- Event is created in Zengine Instant
2.
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Most popular automations
Create Clio contact for new Zengine record
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 Zengine - Clio integration, anytime a new Zengine record 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.
See moreHowever, 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 Zengine - Clio integration, anytime a new Zengine record 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.
When New record is created in Zengine > Check condition > Create person contact in Clio
Zengine + Clio Integration
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Top 10 Most Popular Clio Automations from
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Create Clio contact for new Microsoft Excel row
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Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Zengine Automations from
Integrately Community
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Create Zengine record from new GrooveSell purchase
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Send ClickSend SMS message for new Zengine record
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Send Twilio sms for new Zengine record
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Send SendGrid email for new Zengine record
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Send SMTP email for new Zengine record
Most popular
01
Create Zengine record from new GrooveSell purchase
02
Send ClickSend SMS message for new Zengine record
03
Send Twilio sms for new Zengine record
04
Send SendGrid email for new Zengine record
05
Send SMTP email for new Zengine record
06
Send Online Live Support message for new Zengine record
07
Send MailerSend message for new Zengine record
08
Send Telnyx message for new Zengine record
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Send SMS Idea message for new Zengine record
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Send sms77 message for new Zengine record
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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.
Zengine
Zengine delivers customized, end-to-end solutions to solve mission critical problems for our clients. We aim to help non-profits and government entities run their programs better with less effort and more impact.
