Clio + Process Plan + Storage by Zapier Integrations
How to connect Clio + Process Plan + Storage by Zapier
Zapier lets you send info between Clio and Process Plan and Storage by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Clio + Process Plan + Storage by Zapier
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Process Plan, and Storage by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.
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How Clio + Process Plan + Storage by Zapier Integrations Work
- Step 1: Authenticate Clio, Process Plan, and Storage by Zapier.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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.
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About Process Plan
ProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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About Storage by Zapier
Quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps.
