Clio + Plutio Integration

Connect Clio to Plutio - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Plutio automations to improve team communication and gain real-time visibility into project progress. Skip the manual back and forth! Easily automate the flow of data between Clio & Plutio using Integrately.
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Ready Workflows For Clio + Plutio Integration

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Plutio + Clio Integration

Create Clio contact for new Plutio proposal

If your business uses Plutio to create proposal, you'll want to make sure that your Clio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Clio each time you created a proposal? With this integration, you can! When you create a new proposal in Plutio, Integrately will automatically create a new contact in Clio.
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Clio + Plutio Integration
1.
  • Clio
    Contact is created in Clio

    Triggers the automation whenever a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation whenever a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation whenever a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation whenever a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation whenever a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation whenever a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation whenever a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation whenever the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation whenever a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation whenever a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation whenever a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation whenever a new document is created

  • Plutio
    Project is created in Plutio

    Triggers the automation whenever a new project is created

    Instant
  • Plutio
    Project is updated in Plutio

    Triggers the automation whenever a project is updated

    Instant
  • Plutio
    Task is created in Plutio

    Triggers the automation whenever a new task is created

    Instant
  • Plutio
    Task is updated in Plutio

    Triggers the automation whenever a new template is created

    Instant
  • Plutio
    Invoice is created in Plutio

    Triggers the automation whenever any invoice is added or modified

    Instant
  • Plutio
    Invoice is updated in Plutio

    Triggers the automation whenever an invoice is updated

    Instant
  • Plutio
    Person is created in Plutio

    Triggers the automation whenever a new person is created

    Instant
  • Plutio
    Form is submitted in Plutio

    Triggers the automation whenever a form is filled

    Instant
  • Plutio
    Catch all events in Plutio

    Triggers the automation whenever any event occurs

    Instant
  • Plutio
    Template is created in Plutio Instant
  • Plutio
    Proposal is created in Plutio

    Triggers the automation whenever a new proposal is created

    Instant
  • Plutio
    Form is created in Plutio

    Triggers the automation whenever a new form is created

    Instant
  • Plutio
    Contract is created in Plutio

    Triggers the automation whenever a new contract is created

    Instant
  • Plutio
    Contract is updated in Plutio

    Triggers the automation whenever a contract is modified

    Instant
  • Plutio
    Company is created in Plutio

    Triggers the automation whenever a new company is created

    Instant
  • Plutio
    Company is updated in Plutio

    Triggers the automation whenever a company is updated

    Instant
  • Plutio
    Task board is created in Plutio

    Triggers the automation whenever a task board is created

    Instant
  • Plutio
    Task group is created in Plutio

    Triggers the automation whenever a task group is created

    Instant
2.
  • Clio
    Create person contact in Clio

    Automatically adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Automatically updates contact information for a person

  • Clio
    Search person contact in Clio

    Automatically searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Automatically locate and retrieve contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Automatically record and track time spent on a activity

  • Clio
    Update matter in Clio

    Automatically updates matter details with the latest information

  • Clio
    Create matter in Clio

    Automatically generates new matter

  • Clio
    Create matter note in Clio

    Automatically generates a note for new matters

  • Clio
    Create matter folder in Clio

    Automatically generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Automatically adds a new event to the calendar

  • Clio
    Search matter in Clio

    Automatically searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Automatically record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Automatically searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Automatically adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Automatically updates contact information for company records

  • Clio
    Search company contact in Clio

    Automatically retrieves contact information for a company

  • Clio
    Search user in Clio

    Automatically searches for a user

  • Clio
    Search bill in Clio

    Automatically searches for a bill

  • Plutio
    Create Task in Plutio

    Automatically creates a new task

  • Plutio
    Update Task in Plutio

    Automatically updates the task with new information or changes

  • Plutio
    Move a Task in Plutio

    Automatically move a task from one list or project to another

  • Plutio
    Create Person in Plutio

    Automatically generates a new person

  • Plutio
    Search person/people in Plutio

    Automatically searches for a person or people

  • Plutio
    Update Person in Plutio

    Automatically updates the information of a person

  • Plutio
    Delete Person in Plutio

    Automatically removes particular person from the database

  • Plutio
    Create Project in Plutio

    Automatically creates a new project

  • Plutio
    Create Invoice in Plutio

    Automatically generates invoices for sales transactions

  • Plutio
    Update Invoice in Plutio

    Automatically updates invoice details based on new information

  • Plutio
    Delete Invoice in Plutio

    Automatically deletes selected invoice records

  • Plutio
    Create person conversation in Plutio

    Automatically starts a new conversation with a person

  • Plutio
    Create company in Plutio

    Automatically generates a new company profile with given details

  • Plutio
    Create proposal in Plutio

    Automatically generates a new proposal

  • Plutio
    Create contract in Plutio

    Automatically generates a contract document based on particular criteria

  • Plutio
    Search invoice in Plutio

    Automatically locate and retrieve invoices with

  • Plutio
    Get person by Id in Plutio

    Automatically retrieves a person's information by their ID

  • Plutio
    Find task in Plutio

    Automatically locate and retrieve a task within the app

  • Plutio
    Update contract in Plutio

    Automatically updates contract details and terms as needed

  • Plutio
    Delete block in Plutio

    Automatically removes a block from the system

  • Plutio
    Update company in Plutio

    Automatically updates company information

  • Plutio
    Update proposal in Plutio

    Automatically updates the proposal with the latest changes and revisions

  • Plutio
    Create Task Board in Plutio

    Automatically creates a new task board

  • Plutio
    Create Note in Plutio
  • Plutio
    Create Task Group in Plutio

    Automatically creates a new group of tasks

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Want to automate something else in your workflow?

You Can Also Connect Clio or Plutio With 1200+ Other Apps

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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.

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Work smarter with Plutio's project management features. Collaborate with clients to manage tasks, proposals and contracts. Send invoices and get paid online instantly!

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