Plecto is a custom business dashboard software which allows users to track their business goals and results conveniently at-a-glance. It enables businesses to create their own custom dashboards and visualize team performances across Marketing, Sales & Service departments.
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.
Clio IntegrationsIt's easy to connect Plecto + Clio without coding knowledge. Start creating your own business flow.
Triggers when a new activity is Created.
Triggers when new ActivityDescription is created.
Triggers when a new Billis created.
Triggers when a new Calendar Entry is Created.
Triggers when a new Communication is added.
Triggers when a new Contact is created.
Triggers when a new Document is added.
Triggers when a new Expense Category is created.
Triggers when a new Folder is created.
Triggers when a new Matter is created.
Triggers when a new Task is created.
Creates a new ActivityDescription.