Clio + GoHighLevel Integration

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Create Your Own Clio & GoHighLevel Integration Without Any Code

Create Custom Workflow

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
Customer booked an appointment in GoHighLevel Instant
Task is added in GoHighLevel Instant
Survey is submitted in GoHighLevel Instant
Opportunity is staled in GoHighLevel Instant
Opportunity status is changed in GoHighLevel Instant
Note is added in GoHighLevel Instant
Form is submitted in GoHighLevel Instant
Email event occurs in GoHighLevel Instant
Customer replies in GoHighLevel Instant
Task reminder is received in GoHighLevel Instant
Custom date reminder is received in GoHighLevel Instant
Contact tag is changed in GoHighLevel Instant
Call status is changed in GoHighLevel Instant
Birthday reminder is sent in GoHighLevel Instant
Appointment is created in GoHighLevel Instant
Pipeline stage is changed in GoHighLevel Instant
Opportunity is created in GoHighLevel
Contact is created in GoHighLevel Instant
Order form is submitted in GoHighLevel Instant
Trigger link is clicked in GoHighLevel Instant

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 note in GoHighLevel
Add tag to existing contact in GoHighLevel
Get contact by ID in GoHighLevel
Create appointment in GoHighLevel
Search opportunity in GoHighLevel
Create user in GoHighLevel
Update opportunity in GoHighLevel
Update contact in GoHighLevel
Search contact in GoHighLevel
Create contact in GoHighLevel
Create opportunity in GoHighLevel
Create task in GoHighLevel

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You Can Also Connect Clio or GoHighLevel With 1200+ Other Apps

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

GoHighLevel is a sales and marketing automation platform for agencies & marketers. Using artificial intelligence, it helps agencies and marketers to create sales ready leads, nurture them & convert them into customers.

See GoHighLevel Integrations