Connect NextLead and Clio to Build Intelligent Automations

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NextLead

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Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Added to List

Contact Added to List

Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your NextLead integrations.

Create Contact

Create Contact

Creates a new lead.

Create a sale

Create a sale

Create a new sale with the details you provide.

Create lead structure

Create lead structure

Create a new lead structure in NextLead using the data you provide.

Delete Contact

Delete Contact

Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.

Delete a sales deal

Delete a sales deal

Remove a sales deal from your NextLead account.

Delete Structure

Delete Structure

Deletes a structure (company record) from NextLead by Name or SIRET ID.

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Frequently Asked Questions

How do I start an integration between NextLead and Clio?

To start, connect both your NextLead and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in NextLead triggers actions in Clio (or vice versa).

Can we customize how data from NextLead is recorded in Clio?

Absolutely. You can customize how NextLead data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.

How often does the data sync between NextLead and Clio?

The data sync between NextLead and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from NextLead to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between NextLead and Clio?

Yes, you can set conditional logic to control the flow of data between NextLead and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

NextLead

About NextLead

NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.

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Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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