Create Follow Up Boss Deal from new Clio Contact
Create Follow Up Boss Deal from new Clio Contact
Follow Up Boss + Clio Integration
Integrate Clio to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Sync contacts, create matters, update deals, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Follow Up Boss Instant- Contact is created in Follow Up Boss Instant
- Tag is added to contact in Follow Up Boss Instant
- Person stage is updated in Follow Up Boss Instant
- Deal is created in Follow Up Boss Instant
- Deal is updated in Follow Up Boss Instant
- Appointment is created in Follow Up Boss 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
2.
- Update deal in Follow Up Boss
- Search deal in Follow Up Boss
- Add relationship in Follow Up Boss
- Get contact by id in Follow Up Boss
- Create contact without triggering action plans in Follow Up Boss
- Search contact in Follow Up Boss
- Add tags to a contact in Follow Up Boss
- Update contact without triggering action plans in Follow Up Boss
- Reassign agent in Follow Up Boss
- Change stage of a contact in Follow Up Boss
- Create note in Follow Up Boss
- Create deal in Follow Up Boss
- Create inquiry or website event in Follow Up Boss
- Apply an action plan to a contact in Follow Up Boss
- Create collaborators in Follow Up Boss
- Pause an action plan for a contact in Follow Up Boss
- Create task in Follow Up Boss
- Log call in Follow Up Boss
- Search task by name in Clio
- Create task in Clio
- Create communication in Clio
- Update task in Clio
- Upload document in Clio
- Assign task template list to matter 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
Trusted by experts at...
Ready Workflows for Clio + Follow Up Boss Integration
Capture leads, sync contacts, update deals, create matters, and trigger follow-ups, all in just one click.
Most popular automations
When Contact is created in Clio, create Contact in Follow Up Boss
When Contact is created in Clio, create Contact in Follow Up Boss
When Contact is created in Clio, create Task in Follow Up Boss
When Contact is created in Clio, create Task in Follow Up Boss
Create Clio contact for new Follow Up Boss 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 Follow Up Boss - Clio integration, anytime a new Follow Up Boss 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.
See moreHowever, 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 Follow Up Boss - Clio integration, anytime a new Follow Up Boss 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.
When Contact is created in Follow Up Boss > Check condition > Create person contact in Clio
Follow Up Boss + Clio Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Follow Up Boss flow
Schedule meetings, send client updates, and manage documents right after your core pair finishes running. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Mailchimp (4)
Mailchimp (4) +
DocuSign (4)
DocuSign (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) F
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Create a Google Calendar event for every Follow Up Boss contact, and log it in Clio
New Follow Up Boss contacts instantly appear on your Google Calendar and update Clio, keeping your schedule and legal practice management in sync.
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When a Clio matter is created, schedule a Google Calendar meeting and update Follow Up Boss
New Clio matters automatically generate calendar events and update Follow Up Boss deals, ensuring your team never misses a crucial milestone.
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If a Follow Up Boss contact stage updates, schedule a calendar consultation and create a Clio task
Stage changes in Follow Up Boss automatically trigger Google Calendar consultations and Clio tasks so work moves forward instantly.
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Use Claude to evaluate Follow Up Boss contacts, schedule Google Calendar follow-ups, and update Clio
Claude reviews new contacts from Follow Up Boss, schedules calendar meetings, and records the notes in Clio automatically.
Supported triggers and actions for Follow Up Boss and Clio
Mix and match to build the exact automation you need
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
Try it → Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it → Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it → Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it → Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it → 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 + Follow Up Boss?
Streamline your legal practice and real estate workflows with reliable, automated actions that eliminate manual data entry.
🔄
Sync contacts between practice management and CRM
Automatically create a person contact in Clio whenever a new contact is created in Follow Up Boss, keeping your client databases perfectly aligned.
📝
Capture every submitted field and note
Transfer complete contact details, tags, and communication history across apps instead of just names and emails, ensuring full context for every matter.
🔔
Alert your team instantly on communication channels
Send immediate notifications to your team channel when new client matters open or critical stage updates occur in your pipeline.
🔀
Route records based on submitted contact tags
Trigger different follow-up sequences, task lists, or folder creations depending on specific tags or deal stages submitted by prospects.
🔄
Keep matter and deal statuses updated
Automatically update corresponding deal stages and matter statuses across platforms whenever progress occurs on either side.
🛡️
Prevent duplicate records with intelligent search
Search existing contacts and matters before creating new entries, ensuring your databases remain clean and free of redundant profiles.
📅
Manage later status changes and billing updates
Trigger automated tasks, calendar events, or invoice updates whenever bill states change or appointments are confirmed.
🔗
Extend your workflow to Slack and calendar apps
Connect your core pair with Slack, Google Calendar, or QuickBooks Online to build multi-step operational pipelines effortlessly.
And much more...
Who is Clio + Follow Up Boss integration for?
Legal professionals and real estate agents eliminate duplicate data entry, streamline client intake, and keep communication histories fully synchronized across platforms.
Managing partners
Real estate brokers
Legal practice managers
Client intake specialists
Legal assistants
Managing attorneys
📈
Managing partners
You review practice reports and pipeline velocity every week, but your tracking tools only update when staff manually export records, so your revenue numbers are always hours behind — this integration means every new matter and deal syncs instantly and your dashboards stay current.
⚡
Real estate brokers
You need to act fast on incoming property leads, but contact details get trapped in separate systems until someone copies them over, so hot prospects wait too days for a response — automating both apps means every lead triggers immediate contact creation and prompt follow-up.
📋
Legal practice managers
You answer to partners and clients who expect transparent updates on case milestones, but piecing together records from multiple tools leads to missed details — connecting these apps means every document, task, and communication log flows seamlessly into one verified timeline.
💼
Client intake specialists
The volume of new enquiries coming into your CRM is too high for anyone to keep up by hand, resulting in frequent data entry errors — with this integration, every submission automatically populates your practice management platform without manual copy-pasting.
🤝
Legal assistants
You own the document preparation and scheduling steps and depend on sales agents to hand over complete client files, but essential information often goes missing — this integration means every deal update instantly populates the required tasks and folders in your practice software.
🗂️
Managing attorneys
You need a reliable audit history for every client matter, but manual logging creates constant gaps in communication records — automating both apps means every call, note, and document gets recorded accurately across your entire practice stack.
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 Follow Up Boss + Clio
Build and manage your Follow Up Boss + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Follow Up Boss + Clio 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?
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Connect Accounts
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Automation is ready
Connect Follow Up Boss + Clio Now 
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Frequently Asked Questions
How do I connect Clio to Follow Up Boss?
You can connect Clio to Follow Up Boss in 1-click using ready-made templates on Integrately. Link your accounts, select a trigger, and let Integrately AI handle the setup.
Can I automatically sync Clio contacts with Follow Up Boss leads?
Can I connect Clio, Follow Up Boss, and Slack?
What is a good Zapier alternative for Clio and Follow Up Boss?
How does Clio handle new client records during integration?
How are deals updated in Follow Up Boss when a Clio matter changes?
Can I automate workflows between Clio and Follow Up Boss without coding?
Is the Clio and Follow Up Boss integration free?
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