When Contact is created in Clio, create Workflow in Flowster
When Contact is created in Clio, create Workflow in Flowster
Clio + Flowster Integration
Integrate Clio to Flowster in one click, or tell Integrately AI how you want each matter handled. Trigger workflows, update tasks, assign templates, and streamline your legal operations automatically.
Free forever.Use premium features free for 14 days.1.
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
Task is completed in Flowster- Workflow is created in Flowster
- Comment is added in Flowster
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create task 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
- Create workflow in Flowster
- Get workflow by id in Flowster
- Update workflow in Flowster
Trusted by experts at...
Ready Workflows for Clio + Flowster Integration
Create workflows, update tasks, assign templates, track matters, and notify your team, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Flowster flow
Send notifications, save documents, and update accounting records after your legal processes run. Pick a combination and activate it in one click.
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Google Drive (3)
Google Drive (3) +
Clio (3)
Clio (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
DocuSign (3)
DocuSign (3) +
QuickBooks Online (3)
QuickBooks Online (3) C
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Create a Flowster workflow when a new matter is created in Clio, and upload the document to Google Drive
New Clio matters instantly start a workflow in Flowster and save the associated document to Google Drive without manual file handling.
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When a task is completed in Flowster, update the matter in Clio and create a folder in Google Drive
Completed Flowster tasks update your Clio matter status and set up the corresponding project folder in Google Drive automatically.
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Use ChatGPT to summarise every new Clio document, create a workflow in Flowster, and save the summary in Google Drive
New Clio documents are analysed by ChatGPT, trigger a Flowster workflow, and save a clean summary directly to Google Drive.
Supported triggers and actions for Clio and Flowster
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → What can you automate with Clio + Flowster?
Streamline legal practice management and operational workflows with powerful, automated triggers and actions.
🚀
Trigger workflows from new matters
Automatically create a Flowster workflow the moment a new matter is created in Clio. Eliminate manual intake handoffs and start internal checklists immediately.
📄
Capture every submitted document
Map all Clio document uploads and communications directly into your Flowster workflows. Ensure no file or client detail gets left behind during onboarding.
🔔
Alert your team instantly
Send immediate notifications via Slack or Gmail whenever a Clio task status updates or a Flowster workflow is initiated. Keep legal teams aligned in real time.
🔀
Route tasks based on matter details
Trigger specific Flowster workflows depending on custom fields or matter statuses submitted in Clio. Deliver tailored checklists for every distinct case type.
🔄
Keep matter statuses synchronized
Update Clio matter records automatically as tasks are completed in Flowster. Maintain accurate case stages across your entire technology stack.
🔍
Search and update existing contacts
Find existing person and company contacts in Clio before creating new records. Prevent duplicate entries and keep your CRM database clean.
⏱️
Handle billing and payment updates
Trigger operational workflows whenever new bills are created or bill states update in Clio. Streamline the transition from legal work to accounting.
🌐
Extend flows to Google Drive
Automatically upload documents and create structured project folders in Google Drive when new matters open in Clio and Flowster.
And much more...
Who is Clio + Flowster integration for?
Legal professionals, practice managers, and operations teams streamline client matters, eliminate manual bottlenecks, and keep workflows synchronised across both platforms.
Practice managers
Legal assistants
Managing partners
Operations coordinators
Intake specialists
Compliance officers
📈
Practice managers
You're reviewing matter progress across active legal cases but your operational checklist only updates when someone manually exports records, so the metrics you're reporting on are always a few hours behind — with this integration, every new matter launches its checklist instantly and your data stays current.
⚡
Legal assistants
You need to act fast on new client documents and find out about intake updates too late because information sits siloed between practice management and workflow tools — with this integration, every document submission triggers the exact next step and ensures zero delay.
📋
Managing partners
You answer to clients and partners who want to see constant progress on legal matters, but manually updating status sheets causes frustrating reporting delays — with this integration, every workflow milestone updates your matter records automatically and provides instant transparency.
🔄
Operations coordinators
The volume of new client intake is too high for anyone to keep up with by hand, leading to missed checklist steps and dropped tasks — with this integration, every new contact and matter automatically initiates structured workflows and keeps your team on track.
🤝
Intake specialists
You own the initial client setup and depend on attorneys upstream to hand over details before work can begin, causing recurring handoff friction — with this integration, every new matter record immediately creates the required operational workflow.
🗂️
Compliance officers
You need a reliable history of every matter action and keep finding gaps in audit trails due to manual record-keeping errors — with this integration, every task completion and status update is logged immutably across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clio + Flowster
Build and manage your Clio + Flowster automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Flowster with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Clio to Flowster?
You can connect Clio to Flowster instantly using 1-click ready workflows or ask Integrately AI to build your automation. Link your accounts and sync data across Google Drive, Gmail, Slack, and 1,500+ other apps in minutes.
Can I automatically create a Flowster workflow when a new matter is created in Clio?
Can I connect Clio, Flowster, and Slack?
What is a good Zapier alternative for Clio and Flowster?
How does Clio handle new matters and contacts in automations?
How does Flowster manage repetitive business processes?
Do I need coding skills to automate Clio and Flowster?
Is the Clio and Flowster integration free?
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