Clio + Intercom Integration

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Create Your Own Clio & Intercom 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
Conversation is snoozed in Intercom Instant
Note is added to conversation in Intercom Instant
Conversation is assigned to any teammate in Intercom Instant
User is created in Intercom Instant
User is deleted in Intercom Instant
User is unsubscribed in Intercom Instant
User email is updated in Intercom Instant
Company is created in Intercom Instant
Event is created in Intercom Instant
Conversation is tagged in Intercom Instant
Conversation is partially deleted in Intercom Instant
Lead is created in Intercom Instant
Teammate replied in Intercom Instant
Admin initiates conversation in Intercom Instant
Conversation is closed by admin in Intercom Instant
Admin opened conversation in Intercom Instant
User or lead is replied in Intercom Instant
Lead is untagged in Intercom Instant
Lead is tagged in Intercom Instant
Email is added to lead in Intercom Instant
Message is created from user or lead in Intercom Instant

Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name 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
Add tag to user in Intercom
Remove tag from user in Intercom
Add contact to company in Intercom
Create user in Intercom
Update user in Intercom
Create lead in Intercom
Update lead in Intercom
Add tag on lead in Intercom
Update company in Intercom
Add/Remove tag on company in Intercom
Send message in Intercom
Create event in Intercom
Search user in Intercom
Search company in Intercom
Search lead in Intercom

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You Can Also Connect Clio or Intercom 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

Intercom is a versatile AI customer service solution that offers an AI chatbot, help desk, and proactive support. It ensures customer satisfaction by facilitating effective communication for better issue resolution.

See Intercom Integrations