Grist + Clio Integration

Connect Grist to Clio in 1 click

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

Popular Grist + Clio Workflows

When Contact is created in Clio, create Record in Grist

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Create Clio contact for new Grist record

Automatically creating Clio contact records for new Grist record 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 Grist record

Grist + Clio Integration

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When Record is created in Grist > Check any condition > Create person contact in Clio

Grist + Clio Integration

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Record is created in Grist
Record is updated in Grist
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 has 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 record in Grist
Update record in Grist
Search record in Grist
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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Integrate Grist & Clio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Grist & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Grist & Clio With 1100+ Other Apps

Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.

See Grist 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