Clio + Klenty

Start cadences in Klenty for new contacts added in Clio

Effortlessly manage your contact nurturing process by connecting Clio to Klenty. With this workflow, each time a new contact is added in Clio, they will be enrolled into a predefined sales engagement cadence in Klenty. This ensures a smooth and personalized follow-up process, enabling you to maximize your prospect outreach and stay organized.

Effortlessly manage your contact nurturing process by connecting Clio to Klenty. With this workflow, each time a new contact is added in Clio, they will be enrolled into a predefined sales engagement cadence in Klenty. This ensures a smooth and personalized follow-up process, enabling you to maximize your prospect outreach and stay organized.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    KlentyKlenty
    Start Cadence

    Triggers when a cadence is started in Klenty.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
klenty logo
klenty logo

About Klenty

Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.

Related categories

  • Email