Clio + Spoki

Create or update Spoki contacts from new Clio contacts

Easily manage your contacts between Clio and Spoki with this seamless workflow. When a new contact is added in Clio, their information is instantly updated or created as a contact in Spoki. Streamline your contact management, save time, and ensure consistent data across your applications with this smart automation.

Easily manage your contacts between Clio and Spoki with this seamless workflow. When a new contact is added in Clio, their information is instantly updated or created as a contact in Spoki. Streamline your contact management, save time, and ensure consistent data across your applications with this smart automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SpokiSpoki
    Create or Update Contact

    Creates or updates a contact in the Spoki Platform. The match of contact is by phone.

    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
spoki logo
spoki logo

About Spoki

Spoki allows you to automate and use Whatsapp in your communication and marketing strategy. You can interact with your customers in a completely new way, adding buttons on your pre-approved template messages.
Learn more

Related categories

  • Communication