Act! 365 + Clio Integration

Connect Act! 365 to Clio - Automate your workflows in 1-click

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Ready workflows for Act! 365 + Clio Integration

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When Contact is created in Clio, create contact in Act! 365

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Create Clio contact for new Act! 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Act! 365 - Clio integration, anytime a new Act! 365 contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When New contact is created in Act! 365 > Check condition > Create person contact in Clio

Act! 365 + Clio Integration

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Create Your Own Act! 365 & Clio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Act! 365 & Clio

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New contact is created in Act! 365
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Create contact in Act! 365
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Act! 365 & Clio In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Act! 365 & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

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You Can Also Connect Act! 365 or Clio With 1100+ Other Apps

Act! 365 is a powerful sales and marketing software that is available in the cloud. It helps you take care of everything from managing contacts to tracking deals using your smartphone.

See Act! 365 Integrations

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations