Circle + Clio Integration

Connect Circle to Clio in 1 click

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Popular Circle + Clio Workflows

When Contact is created in Clio, create Contact in Circle

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Create Clio contact for new Circle 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 Circle - Clio integration, anytime a new Circle 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 Member is added in Circle > Check condition > Create person contact in Clio

Circle + Clio Integration

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Member is added in Circle
Member is tagged in Circle
Comment is added in Circle
Post is created in Circle
Member charge is paid in Circle
Space is created in Circle
Community is created in Circle
Member charge is refunded in Circle
Subscription is active in Circle
Subscription is canceled in Circle
Subscription is past due in Circle
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

Invite a member in Circle
Add member to space group in Circle
Add member to space in Circle
Remove member from space in Circle
Remove member from your community in Circle
Remover member from space group in Circle
Get member by id in Circle
Create a topic in Circle
Tag a community member in Circle
Create event in Circle
Send direct message in Circle
Search Member in Circle
Untag a community member in Circle
Update member in Circle
RSVP member to event in Circle
Start group chat in Circle
Update event in Circle
Remove member from event in Circle
Search member has a specific member tag assigned in Circle
Search member of space group in Circle
Create comment in Circle
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 Circle & 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 Circle & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Circle & Clio With 1100+ Other Apps

Circle is a social network that allows you to bring together all of your discussions, memberships, and content. Your community remains unique and thrives under your own brand as it grows on Circle.so

See Circle 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