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Create effective Clio automations in minutes by using pre-made templates that are customized for your needs
Salesroom: AI powered sales calls - LIVE enablement, analytics, auto CRM updates, and more.
Salesquared is a leading email validation service. We provide APIs with complete SDKs and integrations, so you can seamlessly automate your email collection process. Validating email addresses in real-time is easier than ever.
Payment solution for small businesses in the Portuguese market
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
Salesmsg is a two-way text messaging software to allows you to send and receive text messages online from real local phone numbers.
SalesLens is an AI platform for real-time call quality scorecards..
SalesHive uses cold calling, email, LinkedIn, and direct mail to book meetings with qualified buyers for your sales team.
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Salesforge is AI cold email automation software that helps you do cold outreach at any scale in any language.
Salesdock is a sales platform that digitizes & automates sales.
SalesClue - sales document & customer analytics tool
SalesCaptain is an AI-powered customer experience marketing (CXM) platform that helps local businesses win.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Triggers when a new contact is created
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new calendar entry.
See how Clio integrates with popular apps to automate tasks and streamline your workflow.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn Moreviasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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