Clio + RDStation Integrations

Integrate Clio with RDStation to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Clio to RDStation integration helps boost your business’ efficiency.

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About Clio

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.

About RDStation

RD Station is a digital marketing platform that helps businesses improve ROI on their digital ad spending using fewer tools. It easily integrates with various other apps that are commonly used in your business.

RDStation Integrations
Connect Clio + RDStation in easier way

It's easy to connect Clio + RDStation without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Activity

    Triggers when a new activity is Created.

  • New ActivityDescription

    Triggers when new ActivityDescription is created.

  • New Bill

    Triggers when a new Billis created.

  • New Calendar Entry

    Triggers when a new Calendar Entry is Created.

  • New Communication

    Triggers when a new Communication is added.

  • New Contact

    Triggers when a new Contact is created.

  • New Document

    Triggers when a new Document is added.

  • New Expense Category

    Triggers when a new Expense Category is created.

  • New Folder

    Triggers when a new Folder is created.

  • New Matter

    Triggers when a new Matter is created.

  • New Task

    Triggers when a new Task is created.

  • Actions
  • Create Activity Description

    Creates a new ActivityDescription.

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Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am