Clio + Instantly Integration

Integrately lets you integrate Clio and Instantly instantly - without any learning curve.

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Create Your Own Clio & Instantly 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
Email is sent in Instantly Instant
Reply is received in Instantly Instant
Email is bounced in Instantly Instant
Campaign is completed in Instantly Instant

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
Update lead status in Instantly
Create tag in Instantly
Delete tag in Instantly
Add tag to account in Instantly
Add tag to campaign in Instantly
Add lead to campaign in Instantly
Remove lead from campaign in Instantly
Remove tag from contact in Instantly
Remove tag from campaign in Instantly

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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You Can Also Connect Clio or Instantly 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

Instantly automates cold email outreach, helping you scale your campaigns and generate leads effortlessly. Boost your outreach efficiency with Instantly’s AI-powered platform.

See Instantly Integrations