Clio + Lexoffice Integration

Connect Clio to Lexoffice in 1 click

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Popular Clio + Lexoffice Workflows

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Lexoffice + Clio Integration

Create Clio contact for new Lexoffice contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Lexoffice contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Clio + Lexoffice Integration
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Lexoffice
    Contact is created in Lexoffice Instant
  • Lexoffice
    Contact is changed in Lexoffice Instant
  • Lexoffice
    Contact is deleted in Lexoffice Instant
  • Lexoffice
    Invoice is created in Lexoffice Instant
  • Lexoffice
    Invoice is changed in Lexoffice Instant
  • Lexoffice
    Invoice is deleted in Lexoffice Instant
  • Lexoffice
    Quotation is created in Lexoffice Instant
  • Lexoffice
    Quotation is changed in Lexoffice Instant
  • Lexoffice
    Quotation status is changed in Lexoffice Instant
  • Lexoffice
    Quotation is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is created in Lexoffice Instant
  • Lexoffice
    Voucher is created in Lexoffice Instant
  • Lexoffice
    Invoice status is changed in Lexoffice Instant
  • Lexoffice
    Voucher status is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is created in Lexoffice Instant
  • Lexoffice
    Credit note is changed in Lexoffice Instant
  • Lexoffice
    Credit note status is changed in Lexoffice Instant
  • Lexoffice
    Credit note is deleted in Lexoffice Instant
  • Lexoffice
    Voucher is changed in Lexoffice Instant
  • Lexoffice
    Voucher is deleted in Lexoffice Instant
  • Lexoffice
    Order confirmation is changed in Lexoffice Instant
  • Lexoffice
    Order confirmation is deleted in Lexoffice Instant
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Lexoffice
    Create contact in Lexoffice
  • Lexoffice
    Update contact in Lexoffice
  • Lexoffice
    Search contact in Lexoffice
  • Lexoffice
    Create a quotation in Lexoffice
  • Lexoffice
    Search article by number in Lexoffice
  • Lexoffice
    Update article in Lexoffice
  • Lexoffice
    Search contact by name in Lexoffice
  • Lexoffice
    Create an invoice in Lexoffice
  • Lexoffice
    Create a voucher in Lexoffice
  • Lexoffice
    Create a credit note in Lexoffice
  • Lexoffice
    Search voucher list in Lexoffice
  • Lexoffice
    Create article in Lexoffice
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