Clio + Novocall Integration

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

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Create Your Own Clio & Novocall 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
New schedule is created in Novocall Instant
Call is missed in Novocall Instant
Appointment is cancelled in Novocall Instant
Appointment is rescheduled in Novocall Instant
Message is submitted in Novocall Instant
Call is done successfully in Novocall Instant
Incoming call in Novocall Instant

Search task by name in Clio
Create task in Clio
Create communication in Clio
Update task in Clio
Assign task template list to matter in Clio
Upload document 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

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2,000 Tasks

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You Can Also Connect Clio or Novocall 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

Novocall is the easiest way to connect with website visitors. Businesses can automate callbacks, book appointments with leads via live chat, voice messages or even text message using Novocall.

See Novocall Integrations