Bind ERP + Clio Integration

Connect Bind ERP to Clio - Automate your workflows in 1-click

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Ready workflows for Bind ERP + Clio Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create Prospect in Bind ERP

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Create Clio company from new Bind ERP invoice

If you're a small business owner who uses Bind ERP to manage your finances, you may be wondering if there's a way to automatically create a company profile in Clio whenever an invoice is created.

Thankfully, there is! Just setup this automation to stay organized and streamlined with Clio and Bind ERP!

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Create Clio contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use Clio to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in Clio.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

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Create Your Own Bind ERP & Clio Integration Without Any Code

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

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Quote is created in Bind ERP
Prospect is created in Bind ERP
Invoice is created in Bind ERP
Product is created in Bind ERP
Activity is scheduled in Bind ERP
Inventory is updated in Bind ERP
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 prospect in Bind ERP
Create activity in Bind ERP
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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Integrate Bind ERP & Clio In 1 Click
And Save Time & Money Both

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 Bind ERP & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Bind ERP or Clio With 1100+ Other Apps

Bind ERP offers a complete business solution to small and medium-sized businesses by providing an easy-to-use management system. With Bind, you can manage your business from anywhere without any complications.

See Bind ERP 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