Clio + Coda Integration

Connect Clio to Coda in 1 click

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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
Row is created in Coda
Row is created or updated in Coda

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Ready Workflows for Clio + Coda Integration

Just click on the workflow you want to automate

Create Clio contact for new Coda row

Automatically creating Clio contact records for new Coda row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

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Create Clio company for new Coda row

Coda + Clio Integration

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When Contact is created in Clio, create row in Coda

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When Row is created in Coda > Check any condition > Create person contact in Clio

Coda + Clio Integration

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Top 10 Most Popular Clio Automations from
Integrately Community

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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Microsoft Excel row

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Create Clio contact for new Eventbrite order

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Create Clio contact for new MemberPress member

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Create Clio contact for new Google Sheets row

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Create Clio contact for new CompanyHub record

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Create Clio contact for new Zoho Creator record

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Create Clio contact for new EasyCSV data

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Create Clio contact for new Bubble data thing

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Create Clio contact for new PostgreSQL row

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Create Clio contact for new MySQL row

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Top 10 Most Popular Coda Automations from
Integrately Community

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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.

Want to automate something else in your workflow?

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

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.

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Coda

Coda blends the flexibility of documents, the power of spreadsheets, and the utility of apps into a single new canvas. It enables you to work faster and smarter, get organized, and focus on what matters.

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