How to connect Clio with third-party apps : 19 must-have integrations
Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.
Clio + Plecto Integration
Connect Clio to Plecto in 1 click
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
2.
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Top 10 Most Popular Clio Automations from
Integrately Community
Just click on the workflow you want to automate
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Microsoft Excel row
Create Clio contact for new Eventbrite order
Create Clio contact for new MemberPress member
Create Clio contact for new Google Sheets row
Create Clio contact for new CompanyHub record
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Create Clio contact for new Zoho Creator record
Create Clio contact for new EasyCSV data
Create Clio contact for new Bubble data thing
Create Clio contact for new PostgreSQL row
Create Clio contact for new MySQL row
Top 10 Most Popular Plecto Automations from
Integrately Community
Most popular
01
Create Plecto registration from new Trello message
02
Create Plecto registration from new Google Sheets row
03
Create Plecto registration from new CompanyHub record
04
Create Plecto registration from new MailerLite Classic contact
05
Create Plecto registration from new ActiveCampaign contact
06
Create Plecto registration from new Prefinery user
07
Create Plecto registration from new LeadDyno affiliate
08
Create Plecto registration from new Cyberimpact contact
09
Create Plecto registration from new Quora Lead Gen Forms contact
10
Create Plecto registration from new Systeme.io contact
Most popular
01
Create Plecto registration from new Trello message
02
Create Plecto registration from new Google Sheets row
03
Create Plecto registration from new CompanyHub record
04
Create Plecto registration from new MailerLite Classic contact
05
Create Plecto registration from new ActiveCampaign contact
06
Create Plecto registration from new Prefinery user
07
Create Plecto registration from new LeadDyno affiliate
08
Create Plecto registration from new Cyberimpact contact
09
Create Plecto registration from new Quora Lead Gen Forms contact
10
Create Plecto registration from new Systeme.io contact
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You Can Also Connect Clio or Plecto With 1400+ Other Apps
Clio
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.
Plecto
Plecto is a sales and customer service performance management solution that helps you identify the reasons behind low productivity, find ways to improve it and ultimately help your employees achieve their targets every month.
