When Contact is created in Clio, create ticket in Zoho Desk
When Contact is created in Clio, create ticket in Zoho Desk
Zoho Desk + Clio Integration
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When Contact is created in Clio, create User in Zoho Desk
When Contact is created in Clio, create User in Zoho Desk
Create Clio contact from new Zoho Desk ticket
If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.
Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.
This makes it easy to keep track of your support tickets and contacts in one place.
See moreUse this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.
This makes it easy to keep track of your support tickets and contacts in one place.
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Zoho Desk is a simple and easy tool that lets you manage your customer service. Whether it is managing tickets, handling inbound calls or simply sending out follow-up emails, Zoho Desk makes the entire process effortless and cost-effective for you.
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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.
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