When Contact is created in Clio, create Person in Raisely
When Contact is created in Clio, create Person in Raisely
Clio + Raisely Integration
Integrate Clio to Raisely in one click, or tell Integrately AI how you want each donation handled. Create contacts and matters, log activities, update campaign profiles, and trigger follow-ups automatically.
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
New campaign is created in Raisely- Donation is created in Raisely Instant
- New interactions is created in Raisely
- Person is created in Raisely Instant
- Profile is created in Raisely Instant
- Subscription is created in Raisely Instant
- Subscription is succeeded in Raisely Instant
- Subscription is resumed in Raisely Instant
- Donation is refunded in Raisely Instant
- Post is created in Raisely Instant
- Subscription is failed in Raisely Instant
- Subscription is rebilled in Raisely Instant
- Subscription is paused in Raisely Instant
- Subscription is updated in Raisely Instant
- Subscription is deleted in Raisely Instant
- Subscription is cancelled in Raisely Instant
- Post is updated in Raisely Instant
- Post is deleted in Raisely Instant
2.
- Create task in Clio
- Create communication in Clio
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update 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
- Create person in Raisely
- Search person in Raisely
- Update person in Raisely
- Add tag in Raisely
- Create offline donation in Raisely
- Add interaction in Raisely
- Search tag in Raisely
Trusted by experts at...
Ready Workflows for Clio + Raisely Integration
Track donations as contacts, create legal matters, log payment details, update campaign statuses, and send receipts, all in just one click.
Most popular automations
Update Raisely Person from new Clio Contact
Update Raisely Person from new Clio Contact
Create Clio contact for new Raisely person
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Raisely person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Clio contact and Raisely person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
Update Clio company for new Raisely person
Raisely + Clio Integration
Create Clio company for new Raisely person
Raisely + Clio Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Raisely flow
Sync donor data to email marketing, capture legal intake forms, alert your team in chat, and log financial records. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
Typeform (3)
Typeform (3) +
Slack (4)
Slack (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Google Sheets (3)
Google Sheets (3) +
Zoom (3)
Zoom (3) R
M
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When a donation is created in Raisely, add the subscriber to Mailchimp and create a person contact in Clio.
New Raisely donors go straight into Mailchimp and appear as contacts in Clio without manual data entry.
R
M
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When a person is created in Raisely, update their subscriber status in Mailchimp and search for their contact in Clio.
Keep Mailchimp segments aligned when new profiles are registered in Raisely while verifying Clio records.
R
M
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When a donation is refunded in Raisely, remove the subscriber from Mailchimp and update the matter in Clio.
Refunded donations automatically adjust Mailchimp lists and flag the corresponding matter in Clio.
R
M
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When a new campaign is created in Raisely, add a tagged campaign subscriber in Mailchimp and create a matter in Clio.
Launch new fundraising campaigns with automated Mailchimp segments and linked Clio legal matters.
Supported triggers and actions for Clio and Raisely
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → Raisely Triggers & Actions
New interactions is created in Raisely
Triggers the automation when a new interaction is created
Try it → Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
Try it → Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
Try it → Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
Try it → Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
Try it → Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
Try it → Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
Try it → Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
Try it → Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
Try it → Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
Try it → What can you automate with Clio + Raisely?
Streamline your fundraising and legal workflows with powerful automated data syncs.
🔗
Create Clio contacts from Raisely donations
Automatically generate a person contact and legal matter in Clio the moment a new donation is successfully processed in Raisely. Eliminate duplicate data entry between fundraising and practice management.
📝
Capture every submitted campaign field
Map custom form answers and donor notes into Clio matter notes instead of just basic contact names. Your legal team gets full context for every supporter interaction.
🔔
Instant team notifications on Slack
Alert your staff channel immediately whenever a major donation arrives or a client matter status changes. Keep your entire team aligned on campaign milestones.
🔀
Route tasks based on donation tiers
Create high-priority Clio tasks for major gifts while assigning standard follow-up tasks for regular contributions. Ensure high-value supporters receive immediate attention.
🔄
Keep matter records continuously updated
Synchronize profile updates, subscription cancellations, and refund events across both platforms in real time. Prevent outdated records from causing billing errors.
🔍
Search and update existing contacts
Automatically check if a donor already exists in Clio before creating a new record. Prevent duplicate profiles and keep your database clean.
💳
Handle payment refunds and cancellations
When a Raisely donation is refunded or a subscription is cancelled, update the corresponding bill state and matter status in Clio automatically.
📊
Extend workflows to Google Sheets
Log every synchronised transaction in Google Sheets alongside your Clio matters and Raisely campaigns for advanced financial reporting and analysis.
And much more...
Who is Clio + Raisely integration for?
Non-profit legal teams, fundraising coordinators, and finance directors streamline donor data and matter management without manual data entry.
Fundraising directors
Legal intake specialists
Compliance officers
Donor relations managers
Practice administrators
Finance directors
📈
Fundraising directors
You're reviewing campaign revenue reports but your legal tracking records only update when someone manually exports donor data, so the contribution totals you're presenting are always a few hours behind — connecting these apps means every new donation lands in your system instantly and your numbers stay current.
⚡
Legal intake specialists
You need to act fast on new client inquiries from campaigns, and you find out about submitted forms too late because details sit in unread campaign inboxes — automating both apps means every submission triggers immediate task creation so you can respond without delay.
📋
Compliance officers
You answer to an outside board that wants to see verified audit trails, but paper records and separate software create constant tracking gaps — with this integration, every donation and legal matter links automatically to provide complete historical visibility.
🔄
Donor relations managers
The volume of recurring contributions is too high for anyone to keep up with by hand, leading to missed client follow-ups and unlogged offline payments — integrating these apps means every transaction updates contact records and tasks without human intervention.
🤝
Practice administrators
You own the client intake step and depend on fundraisers upstream to hand over contributor details before you can open a new matter — this integration means incoming donations automatically generate Clio contacts and matters the moment payment succeeds.
🗂️
Finance directors
You need a reliable audit history for every campaign and keep finding discrepancies between accounting logs and legal billing ledgers — automating both apps means every payment state change reflects accurately across both platforms.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Clio + Raisely
Build and manage your Clio + Raisely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Raisely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + Raisely Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clio to Raisely?
You can connect Clio to Raisely in one click using pre-built workflows or ask Integrately AI to build custom automations. You can also integrate apps like Mailchimp, Slack, and Google Sheets easily.
Can I automatically create Clio contacts when a donation happens in Raisely?
Can I connect Clio, Raisely, and Slack?
What is a good Zapier alternative for Clio and Raisely?
How does Clio handle new contact fields from Raisely donations?
Can Raisely track refunded donations in Clio automatically?
Do I need coding skills to automate Clio and Raisely?
Is the Clio and Raisely integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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