Restyaboard Integrations with Clio through Zapier
Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Triggers when a new activity is created.
New Calendar Entry
Triggers when a new calendar entry is created.
Triggers when a new task has been created.
Triggers when a new communication is created.
Triggers when a new bill is created.
Triggers when a new matter is created.
Triggers when a new contact is created.
Creates a new person.
Create Contact Note
Creates a new contact note
Creates a new company.
Create Matter Note
Creates a new matter note
Creates a new communication.
Creates a new task.
Create Time Entry
Creates a new time entry.
Creates a new matter.
Create Expense Entry
Create a new expense entry.
Create Calendar Entry
Creates a new calendar entry on the users calendar.