Clio + OMG Sales Integrations
Integrate Clio with OMG Sales to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Clio to OMG Sales integration helps boost your business’ efficiency.
20 Million work hours saved
Award Winning App Integration Platform
Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
Omniconvert is an award-winning conversion rate optimization (CRO) software that can be used for A/B testing, online surveys, traffic segmentation, and more.
OMG Sales IntegrationsIt's easy to connect Clio + OMG Sales without coding knowledge. Start creating your own business flow.
- Triggers
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New ActivityTriggers when a new activity is Created.
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New ActivityDescriptionTriggers when new ActivityDescription is created.
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New BillTriggers when a new Billis created.
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New Calendar EntryTriggers when a new Calendar Entry is Created.
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New CommunicationTriggers when a new Communication is added.
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New ContactTriggers when a new Contact is created.
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New DocumentTriggers when a new Document is added.
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New Expense CategoryTriggers when a new Expense Category is created.
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New FolderTriggers when a new Folder is created.
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New MatterTriggers when a new Matter is created.
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New TaskTriggers when a new Task is created.
- Actions
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Create Activity DescriptionCreates a new ActivityDescription.
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