When Contact is created in Clio, create Card in Projectplace
When Contact is created in Clio, create Card in Projectplace
Clio + Projectplace Integration
Connect Clio to Projectplace 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
Card is created in Projectplace- Card is moved to done/last column in Projectplace
2.
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Ready Workflows for Clio + Projectplace Integration
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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 Projectplace Automations from
Integrately Community
Most popular
01
Create Projectplace card for new Notion database item
02
Create Projectplace card for new Jira Software Server issue
03
Create Projectplace card for new Typebot response
04
Create Projectplace card for new MailerLite Classic contact
05
Send Brevo (Sendinblue) email for new Projectplace card
Most popular
01
Create Projectplace card for new Notion database item
02
Create Projectplace card for new Jira Software Server issue
03
Create Projectplace card for new Typebot response
04
Create Projectplace card for new MailerLite Classic contact
05
Send Brevo (Sendinblue) email for new Projectplace card
06
Send WATI message for new Projectplace card
07
Send WA Toolbox message for new Projectplace card
08
Send SMS Idea message for new Projectplace card
09
Send Telnyx message for new Projectplace card
10
Send sms77 message for new Projectplace card
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1
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2
Connect Accounts
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Automation is ready
Connect Clio + Projectplace Now 
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You Can Also Connect Clio or Projectplace 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.
Projectplace
Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.
