Clio + Myphoner Integration

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

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Create Your Own Clio & Myphoner 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
Lead is archived in Myphoner Instant
Lead is marked for call back in Myphoner Instant
Lead is lost in Myphoner Instant
Lead is won in Myphoner Instant

Assign task template list to matter in Clio
Upload document in Clio
Update task in Clio
Create communication in Clio
Create task 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
Create lead in Myphoner
Mark lead as won in Myphoner
Mark lead as lost in Myphoner
Search lead by email in Myphoner
Mark lead for call back in Myphoner
Search for lead in Myphoner

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Clio & Myphoner In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Clio or Myphoner 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

Myphoner is the perfect tool for sales agents to improve their workflow and lead management. It helps track your leads, create a superior workflow, and make cold calling more efficient and effective.

See Myphoner Integrations