Popular Clio + Zoho Creator Workflows
Create Clio contact for new Zoho Creator record
Also, it's one less thing for you to have to remember to do manually. Win-win!
Create Clio company for new Zoho Creator record
When Record is created in Zoho Creator > Check any condition > Create person contact in Clio
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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.
See Clio IntegrationsZoho Creator helps you create custom apps to meet every data crunching and business process automation need, from collecting repetitive information to creating customized forms for specific workflows.
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