Plumsail Documents + Clio Integration

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Create Your Own Plumsail Documents & Clio Integration Without Any Code

Create Custom Workflow

Process is finished in Plumsail Documents Instant
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

Merge pdf in Plumsail Documents
Add image watermark to pdf in Plumsail Documents
Convert images to pdf in Plumsail Documents
Convert pdf to png in Plumsail Documents
Convert pdf to jpeg in Plumsail Documents
Convert ppt to pptx in Plumsail Documents
Convert pptx to pdf in Plumsail Documents
Convert pdf to text in Plumsail Documents
Merge docx in Plumsail Documents
Add text watermark to pdf in Plumsail Documents
Convert doc to docx in Plumsail Documents
Convert csv to excel in Plumsail Documents
Extract from archive in Plumsail Documents
Create archive in Plumsail Documents
Compress pdf in Plumsail Documents
Convert docx to pdf in Plumsail Documents
Search process by name in Plumsail Documents
Start a process in Plumsail Documents
Convert xls to xlsx in Plumsail Documents
Fill merge fields in docx document in Plumsail Documents
Protect pdf in Plumsail Documents
Generate document from xlsx template in Plumsail Documents
Generate document from pptx template in Plumsail Documents
Generate document from html template in Plumsail Documents
Generate document from fillable pdf in Plumsail Documents
Generate document from docx template in Plumsail Documents
Convert xlsx to pdf in Plumsail Documents
Convert pdf to bmp in Plumsail Documents
Convert html to docx in Plumsail Documents
Convert html to pdf in Plumsail Documents
Fill in pdf form in Plumsail Documents
Split pdf in Plumsail Documents
Add pdf watermark to pdf in Plumsail Documents
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

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You Can Also Connect Plumsail Documents or Clio With 1200+ Other Apps

Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.

See Plumsail Documents 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