ClientRock and Salesflare
How to connect ClientRock
- Via Zapier — 3 operations available. Set it up ↗
What you can automate
- When new Meeting in ClientRock, create meeting, then create call in Salesflare.
About ClientRock
ClientRock is an online booking tool made for attorneys to book consultations and get paid all in one step.
ClientRock operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Meeting — Triggers when a new meeting is created.
Actions (2)
Things Salesflare can make it do
- Draft Engagement — Drafts an Engagement (does not send it to client)
- Start New Engagement — Creates a new engagement and automatically sends the fee agreement and payment request.
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