NetHunt CRM + Clio Integration

Connect NetHunt CRM to Clio - Automate your workflows in 1-click

Make use of NetHunt CRM and Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s NetHunt CRM + Clio integration.

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Ready Workflows For NetHunt CRM + Clio Integration

Just click on the workflow you want to automate

Create Clio contact for new NetHunt CRM record

Automatically creating Clio contact records for new NetHunt CRM record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Clio company for new NetHunt CRM record

NetHunt CRM + Clio Integration

Activate

When Record is created in NetHunt CRM > Check any condition > Create person contact in Clio

NetHunt CRM + Clio Integration

Activate

When Record is updated in NetHunt CRM > Check any condition > Create person contact in Clio

NetHunt CRM + Clio Integration

Activate

1of1

Create Your Own NetHunt CRM & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Record is created in NetHunt CRM
Triggers the automation whenever a new record is created
Comment is created in NetHunt CRM
Triggers the automation whenever a new comment is created
Record is created or modified with specified filter in NetHunt CRM
Triggers the automation whenever a record is created or modified based on a particular filter
Record is updated in NetHunt CRM
Triggers the automation whenever any record is updated
Contact is created in Clio
Triggers the automation whenever a new contact is created
Instant
Task is created in Clio
Triggers the automation whenever a new task is created
Instant
Matter is created in Clio
Triggers the automation whenever a new matter is created
Instant
Communication is created in Clio
Triggers the automation whenever a new communication is created
Instant
Bill state is updated in Clio
Triggers the automation whenever a bill state has been updated
Instant
Task status has updated in Clio
Triggers the automation whenever a Task status has been updated
Instant
Calendar entry is created in Clio
Triggers the automation whenever a new calendar entry is created
Instant
Matter status has updated in Clio
Triggers the automation whenever the status of a particular matter is updated
Instant
Matter note is created in Clio
Triggers the automation whenever a new note is added to any matter
Activity is created in Clio
Triggers the automation whenever a new activity is created
Instant
New bill is created in Clio
Triggers the automation whenever a new bill is raised
Instant
Document is created in Clio
Triggers the automation whenever a new document is created

Create record in NetHunt CRM
Automatically generates a new record
Search record in NetHunt CRM
Automatically searches for a record within a given database
Update record in NetHunt CRM
Automatically updates a record with new information
Create comment in NetHunt CRM
Automatically generates a new comment
Create person contact in Clio
Automatically adds a new contact to the person database
Update person contact in Clio
Automatically updates contact information for a person
Search person contact in Clio
Automatically searches for a person contact
Search contact by custom field in Clio
Automatically locate and retrieve contacts using a custom field
Create time entry (Activity) in Clio
Automatically record and track time spent on a activity
Update matter in Clio
Automatically updates matter details with the latest information
Create matter in Clio
Automatically generates new matter
Create matter note in Clio
Automatically generates a note for new matters
Create matter folder in Clio
Automatically generates a folder for organizing matter
Create calendar entry in Clio
Automatically adds a new event to the calendar
Search matter in Clio
Automatically searches for a matter
Create expense entry (Activity) in Clio
Automatically record a new expense entry
Search matter by custom field in Clio
Automatically searches for a matter using a custom field
Create company contact in Clio
Automatically adds a new contact for a company into the company's contact list
Update company contact in Clio
Automatically updates contact information for company records
Search company contact in Clio
Automatically retrieves contact information for a company
Search user in Clio
Automatically searches for a user
Search bill in Clio
Automatically searches for a bill

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Integrate NetHunt CRM & Clio In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect NetHunt CRM or Clio With 1200+ Other Apps

NetHunt CRM is a Google add-on that helps you manage your leads, customers and sales contacts. It seamlessly integrates with Gmail to provide a single source of truth for all your customer data.

See NetHunt CRM Integrations

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

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NetHunt CRM + Clio Integration

Connect NetHunt CRM to Clio - Automate your workflows in 1-click

Ready Workflows For NetHunt CRM + Clio Integration

Create Clio contact for new NetHunt CRM record

Create Clio company for new NetHunt CRM record

When Record is created in NetHunt CRM > Check any condition > Create person contact in Clio

When Record is updated in NetHunt CRM > Check any condition > Create person contact in Clio

Create Your Own NetHunt CRM & Clio Integration Without Any Code

Integrate NetHunt CRM & Clio In 1 Click
And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect NetHunt CRM or Clio With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

NetHunt CRM + Clio Integration

Connect NetHunt CRM to Clio - Automate your workflows in 1-click

Ready Workflows For NetHunt CRM + Clio Integration

Create Clio contact for new NetHunt CRM record

Create Clio company for new NetHunt CRM record

When Record is created in NetHunt CRM > Check any condition > Create person contact in Clio

When Record is updated in NetHunt CRM > Check any condition > Create person contact in Clio

Create Your Own NetHunt CRM & Clio Integration Without Any Code

Integrate NetHunt CRM & Clio In 1 Click And Save Time & Money Both

Want to automate something else in your workflow?

You Can Also Connect NetHunt CRM or Clio With 1200+ Other Apps

❤Trusted by 42,000+ Customers

Automate Your Tedious Tasks With A Single Click.

It's so easy a caveman could do it.

Integrate NetHunt CRM & Clio In 1 Click
And Save Time & Money Both

Automate Your Tedious Tasks
With A Single Click.