Create sales contacts from marketing leads
When a new lead is captured in TrueReview, automatically create a matching contact record in Clio so your sales team can begin outreach.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
TrueReview Explore TrueReview →
TriggersFires when a new lead or contact is captured in TrueReview.
Fires when a contact enters an automation in TrueReview.
Fires when a field on a contact changes in TrueReview.
Fires when a contact unsubscribes in TrueReview.
Creates or updates a contact in TrueReview.
Adds a contact to a workflow or campaign in TrueReview.
Sends an email or message to a contact via TrueReview.
Changes a contact's tags in TrueReview.
Clio Explore Clio →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
More TrueReview + Clio workflows
Enroll new CRM leads in marketing campaigns
When a new lead is created in Clio, automatically add them to an onboarding campaign in TrueReview so they receive relevant marketing materials instantly.
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Tag active deals for targeted messaging
When a deal stage changes in Clio, automatically apply a strategic tag to the contact in TrueReview to trigger tailored follow-up messages.
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See all TrueReview + Clio integrations → · Browse the full workflow library →
Common questions
Can Knit build “Create sales contacts from marketing leads” between TrueReview and Clio?
Yes — describe it in the box above and Knit's Integrations Agent researches TrueReview and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How do Clio and TrueReview work together to nurture leads?
When a new lead is added in sales or marketing, prospect information is automatically synced between both platforms so your marketing team can launch targeted email sequences immediately.
Will customer unsubscribe status sync across both tools?
Yes, if a contact opts out or updates their preferences, their profile can be automatically updated across both Clio and TrueReview to maintain compliance.