How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
Chatforma + Clio Integration
Connect Chatforma to Clio in 1 click
Free forever.Use premium features free for 14 days.1.
New user input is found in Chatforma
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 is 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
2.
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Top 10 Most Popular Chatforma Automations from
Integrately Community
Just click on the workflow you want to automate
When Feedback is received in Feedier > Send email in Feedier > Add a user to a segment in Chatforma
When Feedback is received in Feedier > Send SMS in Feedier > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send email in Mailgun > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send a Pushover notification in Pushover > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send message to team in Ryver > Add a user to a segment in Chatforma
When Feedback is received in Feedier > Send email in Feedier > Add a user to a segment in Chatforma
When Feedback is received in Feedier > Send SMS in Feedier > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send email in Mailgun > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send a Pushover notification in Pushover > Add a user to a segment in Chatforma
When New form is submitted in Basin > Send message to team in Ryver > Add a user to a segment in Chatforma
When New form is submitted in Basin > Forward a message in Telegram > Add a user to a segment in Chatforma
When New form is submitted in Basin > Pin a message in Telegram > Add a user to a segment in Chatforma
When New form is submitted in Basin > Unpin a message in Telegram > Add a user to a segment in Chatforma
When External request is created in ManyChat > Send text message to user in ManyChat > Add a user to a segment in Chatforma
When External request is created in ManyChat > Send content to user in ManyChat > Add a user to a segment in Chatforma
When New form is submitted in Basin > Forward a message in Telegram > Add a user to a segment in Chatforma
When New form is submitted in Basin > Pin a message in Telegram > Add a user to a segment in Chatforma
When New form is submitted in Basin > Unpin a message in Telegram > Add a user to a segment in Chatforma
When External request is created in ManyChat > Send text message to user in ManyChat > Add a user to a segment in Chatforma
When External request is created in ManyChat > Send content to user in ManyChat > Add a user to a segment in Chatforma
Top 10 Most Popular Clio Automations from
Integrately Community
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
Most popular
01
Create Clio contact for new Microsoft Excel row
02
Create Clio contact for new Eventbrite order
03
Create Clio contact for new MemberPress member
04
Create Clio contact for new Google Sheets row
05
Create Clio contact for new CompanyHub record
06
Create Clio contact for new Zoho Creator record
07
Create Clio contact for new EasyCSV data
08
Create Clio contact for new Bubble data thing
09
Create Clio contact for new PostgreSQL row
10
Create Clio contact for new MySQL row
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You Can Also Connect Chatforma or Clio With 1400+ Other Apps
Chatforma
Chatforma is the first and only platform that lets you create a sales bot in minutes, no coding required. It's easy to use and fully customizable.
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.
