Clio + LeadConnector Integration

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Create Your Own Clio & LeadConnector 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
Form is submitted in LeadConnector Instant
Survey is submitted in LeadConnector Instant
Pipeline stage is changed in LeadConnector Instant
Customer replies in LeadConnector Instant
Customer booked an appointment in LeadConnector Instant
Trigger link is clicked in LeadConnector Instant
Call status is changed in LeadConnector Instant
Birthday reminder is sent in LeadConnector Instant
Custom date reminder is received in LeadConnector Instant
Task reminder is received in LeadConnector Instant
Opportunity is staled in LeadConnector Instant
Task is added in LeadConnector Instant
Contact tag is changed in LeadConnector Instant
Order form is submitted in LeadConnector Instant
Appointment is created in LeadConnector Instant
Opportunity status is changed in LeadConnector Instant
Note is added in LeadConnector Instant
Email event occurs in LeadConnector 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 contact in LeadConnector
Update contact in LeadConnector
Search contact in LeadConnector
Create opportunity in LeadConnector
Update opportunity in LeadConnector
Search opportunity in LeadConnector
Add lead to campaign in LeadConnector
Create account in LeadConnector
Create user in LeadConnector
Stop all campaigns for lead in LeadConnector
Create note in LeadConnector
Create task in LeadConnector
Update task in LeadConnector
Search task in LeadConnector

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You Can Also Connect Clio or LeadConnector 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

LeadConnector 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 LeadConnector Integrations