Flexie CRM + Clio Integration

Connect Flexie CRM to Clio in 1 click

Integrate Flexie CRM + Clio For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Flexie CRM + Clio Workflows

Create Flexie CRM deal from new Clio Contact

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When Contact is created in Clio, create Contact in Flexie CRM

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Create Your Own Flexie CRM & Clio Integration Without Any Code

Create Custom Workflow

Universal trigger in Flexie CRM Instant
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

Create contact in Flexie CRM
Update contact in Flexie CRM
Search contact in Flexie CRM
Create deal in Flexie CRM
Update deal in Flexie CRM
Search deal in Flexie CRM
Update custom entity in Flexie CRM
Create account in Flexie CRM
Search account in Flexie CRM
Update account in Flexie CRM
Create custom entity in Flexie CRM
Search custom entity in Flexie CRM
Create lead in Flexie CRM
Search lead in Flexie CRM
Update lead in Flexie CRM
Search task by name in Clio
Assign task template list to matter in Clio
Upload document in Clio
Create task in Clio
Update task in Clio
Create communication in Clio
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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You Can Also Connect Flexie CRM or Clio With 1200+ Other Apps

Flexie CRM helps you discover, connect, and accelerate your sales. It is a platform that provides advanced activity tracking, intelligent lead scoring, insightful reporting & analytics, and more to help you close more deals.

See Flexie CRM 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