Intégration Clio + Hipcall
Clio permet aux cabinets d'avocats de fournir une meilleure expérience client grâce à un logiciel de gestion de la pratique, de CRM et d'admission des clients basé sur le cloud.
Lorsque cela se produit (déclencheurs)
Effectuer ceci (Actions)
Create task
Creates a new task.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
New Activity
Triggers when a new activity is created.
Triggers when a new activity is created.
New Bill
Triggers when a new bill is created.
Triggers when a new bill is created.
New Contact
Triggers when a new contact is created.
Triggers when a new contact is created.
New Matter
Triggers when a new matter is created.
Triggers when a new matter is created.
New Task
Triggers when a new task is created.
Triggers when a new task is created.
Bill State Updated
Triggers when the state of a bill has changed.
Triggers when the state of a bill has changed.
Matter Status Updated
Triggers when the status of a matter has changed.
Triggers when the status of a matter has changed.
Matter Status Updated to Close
Triggers whenever a matter's status changes to Close
Triggers whenever a matter's status changes to Close
Matter Status Updated to Open
Triggers whenever a matter's status changes to Open
Triggers whenever a matter's status changes to Open
Matter Status Updated to Pending
Triggers whenever a matter's status changes to Pending
Triggers whenever a matter's status changes to Pending
New Calendar Entry
Triggers when a new calendar entry is created.
Triggers when a new calendar entry is created.
New Communication
Triggers when a new communication is created.
Triggers when a new communication is created.
New Document
Triggers when a new document is created.
Triggers when a new document is created.
Create Matter
Creates a new matter.
Creates a new matter.
Create Person Contact
Creates a person contact.
Creates a person contact.
Create Company Contact
Creates a comapny contact.
Creates a comapny contact.
Find Contact (Person or Company)
Retrives contacts (Person or Company) based on query.
Retrives contacts (Person or Company) based on query.
Find Matter
Retrives the list of matters based on the conditions.
Retrives the list of matters based on the conditions.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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