When Contact is created in Clio, create contact in NationBuilder
When Contact is created in Clio, create contact in NationBuilder
Clio + NationBuilder Integration
Integrate Clio to NationBuilder in one click, or tell Integrately AI how you want each contact handled. Sync contacts, add tags, update profiles, and trigger campaigns automatically.
Free forever.Use premium features free for 14 days.1.
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
New contact is created in NationBuilder- Person is updated in NationBuilder
- New person is added in NationBuilder
- New event is created in NationBuilder
- New donation is created in NationBuilder
2.
- 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
- Add tag to person in NationBuilder
- Create logged contact in NationBuilder
- Search logged contact in NationBuilder
- Create event RSVP in NationBuilder
- Create event in NationBuilder
- Create person in NationBuilder
- Update person in NationBuilder
- Search person in NationBuilder
- Award political capital in NationBuilder
- Create donation in NationBuilder
- Create private note in NationBuilder
- Delete tag in NationBuilder
- Create membership in NationBuilder
Trusted by experts at...
Ready Workflows for Clio + NationBuilder Integration
Sync contacts, add tags, update profiles, track donations, and trigger campaigns, all in just one click.
Most popular automations
Create Clio contact for new NationBuilder contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this NationBuilder - Clio integration, anytime a new NationBuilder contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this NationBuilder - Clio integration, anytime a new NationBuilder contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When New contact is created in NationBuilder > Check condition > Create person contact in Clio
NationBuilder + Clio Integration
When New person is added in NationBuilder > Check condition > Create person contact in Clio
NationBuilder + Clio Integration
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + NationBuilder flow
Connect your core automation to messaging, email marketing, and payment tools to manage your campaigns completely. Pick a combination and activate it in one click.
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Mailchimp (3)
Mailchimp (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) +
Calendly (3)
Calendly (3) +
Typeform (3)
Typeform (3) C
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Create a NationBuilder contact when a new Clio contact is created, and add a subscriber in Mailchimp
New Clio contacts instantly populate your NationBuilder database and join your Mailchimp audience without manual data entry.
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Add a NationBuilder contact from Clio updates, and update subscriber details in Mailchimp
Keep your campaign records and email lists updated simultaneously whenever client information changes in Clio.
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Use ChatGPT to segment new Clio contacts, add them to NationBuilder, and tag them in Mailchimp
AI analyses new Clio contacts so the right subscriber tags are applied in Mailchimp and NationBuilder.
Supported triggers and actions for Clio and NationBuilder
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → What can you automate with Clio + NationBuilder?
Streamline your legal practice and campaign operations with robust workflows designed for seamless data transfer.
🔄
Sync new contacts across Clio and NationBuilder
Automatically create a NationBuilder contact whenever a new contact is created in Clio. Eliminate duplicate data entry and keep your supporter database current.
📋
Capture every matter detail and custom field
Map all available matter notes, custom fields, and task statuses between Clio and NationBuilder. Ensure your records reflect complete project details.
🔔
Alert your team instantly on new events
Trigger instant notifications whenever calendar entries are scheduled or donations arrive. Keep staff informed without manual status checks.
🔀
Route records based on submitted criteria
Apply conditional logic to direct contacts, billing updates, or tasks into different campaign segments based on custom field values.
✏️
Keep destination records fully updated
Automatically update existing contact profiles and matter details when information changes in either platform. Prevent outdated records.
🔍
Search and update instead of creating duplicates
Check if a contact or matter already exists before creating a new entry. Maintain a clean database without redundant profiles.
💳
Handle billing and donation state changes
Automatically process updates when bill states change in Clio or new donations arrive in NationBuilder. Keep your financial tracking aligned.
🔌
Extend your workflow to external apps
Connect your core Clio and NationBuilder automation with Mailchimp, Google Sheets, or Slack to handle follow-up actions and team alerts.
And much more...
Who is Clio + NationBuilder integration for?
Legal practices, campaign organizers, and operational teams connect these platforms to eliminate manual data entry and keep client and supporter records perfectly synchronised.
Campaign Directors
Legal Intake Coordinators
Client Relations Managers
Operations Administrators
Managing Attorneys
Compliance Officers
📈
Campaign Directors
You review weekly growth metrics and donor participation reports, but your campaign database lags behind client files because updates require manual exports — integrating these apps means every new contact lands in both systems instantly and your performance numbers stay accurate.
⚡
Legal Intake Coordinators
You need to act fast on new client inquiries and onboard them immediately, but manual entry delays leave leads waiting too long — with this integration, every new contact or matter triggers instant profile creation across your entire operational stack.
🤝
Client Relations Managers
You answer to partners and stakeholders who expect up-to-date communication logs and matter statuses, but missing entries cause communication gaps — automating both apps means your task records and contact notes stay fully aligned without manual intervention.
📊
Operations Administrators
The volume of daily billing entries and supporter sign-ups is too high for anyone to keep up by hand, leading to backlogs and reconciliation errors — connecting these apps means routine data flows happen automatically while your team focuses on critical casework.
⚖️
Managing Attorneys
You own the initial case setup stage and depend on intake staff to hand over client details before billing begins, but handoff delays stall active matters — this integration means matter creation and task assignment happen seamlessly the moment a client registers.
🗂️
Compliance Officers
You need a reliable history of every communication, billing update, and document shared, but manual record-keeping always leaves gaps in the audit trail — automating these platforms means every transaction is captured completely and securely.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clio + NationBuilder
Build and manage your Clio + NationBuilder automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + NationBuilder with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
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Connect Accounts
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Connect Clio + NationBuilder Now 
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Frequently Asked Questions
How do I connect Clio to NationBuilder?
You can connect Clio to NationBuilder instantly using ready-made templates or by configuring custom steps with Integrately AI. With 1,500+ integrations including Mailchimp, Google Sheets, and Slack, setting up your automated workflow takes just one click.
Can I automatically create NationBuilder contacts when a new Clio contact is added?
Can I connect Clio, NationBuilder, and Slack?
What is a good Zapier alternative for Clio and NationBuilder?
How does Clio data synchronise with NationBuilder?
Can NationBuilder trigger actions in Clio?
Do I need coding skills to automate Clio and NationBuilder?
Is the Clio and NationBuilder integration free?
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