Chatbot + Clio Integration

Connect Chatbot to Clio in 1 click

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1.
  • Chatbot
    Message is received in Chatbot Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
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2.

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Ready Workflows Ready Workflows   for Chatbot + Clio Integration

Just click on the workflow you want to automate

Most popular automationsmost-popular-automations
Chatbot + Clio Integration

Create Clio contact for new Chatbot response

When someone completes your Chatbot, a new contact is automatically created in your Clio. This way, you can quickly follow up with the response and turn them into a customer!

Plus, all of the information from the Chatbot is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Chatbot - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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Automations

Top 10 Most Popular Chatbot Automations from
Integrately Community

Just click on the workflow you want to automate

Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
Activate
Chatbot logo
Shortcut (Clubhouse) logo
Create Shortcut (Clubhouse) card for new Chatbot response
Activate
Chatbot logo
WHMCS logo
Create WHMCS contact for new Chatbot response
Activate
Chatbot logo
Google Docs logo
Create Google Docs document for new Chatbot response
Activate
Chatbot logo
Bitrix24 logo
Create Bitrix24 deal for new Chatbot response
Activate
Chatbot logo
Microsoft Excel logo
Create Microsoft Excel row for new Chatbot response
Activate
Chatbot logo
Shortcut (Clubhouse) logo
Create Shortcut (Clubhouse) card for new Chatbot response
Activate
Chatbot logo
WHMCS logo
Create WHMCS contact for new Chatbot response
Activate
Chatbot logo
Google Docs logo
Create Google Docs document for new Chatbot response
Activate
Chatbot logo
Bitrix24 logo
Create Bitrix24 deal for new Chatbot response
Activate
Chatbot logo
Notion logo
Create Notion database item for new Chatbot response
Activate
Chatbot logo
ActiveCampaign logo
Create ActiveCampaign contact for new Chatbot response
Activate
Chatbot logo
Telnyx logo
Send Telnyx message for new Chatbot response
Activate
Chatbot logo
Autopilot logo
Create Autopilot contact for new Chatbot response
Activate
Chatbot logo
Webflow (Legacy) logo
Create Webflow post for new Chatbot response
Activate
Chatbot logo
Notion logo
Create Notion database item for new Chatbot response
Activate
Chatbot logo
ActiveCampaign logo
Create ActiveCampaign contact for new Chatbot response
Activate
Chatbot logo
Telnyx logo
Send Telnyx message for new Chatbot response
Activate
Chatbot logo
Autopilot logo
Create Autopilot contact for new Chatbot response
Activate
Chatbot logo
Webflow (Legacy) logo
Create Webflow post for new Chatbot response
Activate

Top 10 Most Popular Clio Automations from
Integrately Community

Most popularmost-popular-automations
01
Microsoft Excel logo
Clio logo
Create Clio contact for new Microsoft Excel row
02
Eventbrite logo
Clio logo
Create Clio contact for new Eventbrite order
03
MemberPress logo
Clio logo
Create Clio contact for new MemberPress member
04
Google Sheets logo
Clio logo
Create Clio contact for new Google Sheets row
05
CompanyHub logo
Clio logo
Create Clio contact for new CompanyHub record
cloud
Clio
app integration
06
Zoho Creator logo
Clio logo
Create Clio contact for new Zoho Creator record
07
EasyCSV logo
Clio logo
Create Clio contact for new EasyCSV data
08
Bubble logo
Clio logo
Create Clio contact for new Bubble data thing
09
PostgreSQL logo
Clio logo
Create Clio contact for new PostgreSQL row
10
MySQL logo
Clio logo
Create Clio contact for new MySQL row
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Want to automate something else in your workflow?

You Can Also Connect Chatbot or Clio With 1400+ Other Apps

Chatbot
Chatbot
Chatbot helps you build and train intelligent chatbots fast. It provides a rich set of tools to develop, train, test and deploy your own bot for Slack, Facebook Messenger, Skype and other popular messengers.
Clio
Clio
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.