Clio integration with Pipefile
How to Add new contacts in Clio Contact to Pipefile
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new contacts in Clio Contact to Pipefile" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pipefile integrations
Pipefile actions
Nekton can use any feature that is available in Pipefile API.
Using our advanced AI, you can easily create custom automations for Pipefile.
Here are some typical actions you can do in your automated workflows.
Send Request
Create and send a new request
Create Contact
Add to contacts
File Request Completed
Triggers when a file request is marked complete.
File Request Expired
Triggers when a file request expires.
File Request Responded
Triggers when a file request changes to the responded status, either when a client completes the checklist or uploads a document to an open-ended request.
File Request Created
Triggers when a file request is created.
About Pipefile
Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving