Clio + Recruitee Integration

Connect Clio to Recruitee - 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. Set up Recruitee automations to automate onboarding tasks, manage leave requests, and improve internal communication. Skip the manual back and forth! Easily automate the flow of data between Clio & Recruitee using Integrately.

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Ready Workflows For Clio + Recruitee Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create task in Recruitee

Activate

When Task is created in Clio, create task in Recruitee

Activate

1of1

Create Your Own Clio & Recruitee Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Contact is created in Clio
Triggers the automation whenever a new contact is created
Instant
Task is created in Clio
Triggers the automation whenever a new task is created
Instant
Matter is created in Clio
Triggers the automation whenever a new matter is created
Instant
Communication is created in Clio
Triggers the automation whenever a new communication is created
Instant
Bill state is updated in Clio
Triggers the automation whenever a bill state has been updated
Instant
Task status has updated in Clio
Triggers the automation whenever a Task status has been updated
Instant
Calendar entry is created in Clio
Triggers the automation whenever a new calendar entry is created
Instant
Matter status has updated in Clio
Triggers the automation whenever the status of a particular matter is updated
Instant
Matter note is created in Clio
Triggers the automation whenever a new note is added to any matter
Activity is created in Clio
Triggers the automation whenever a new activity is created
Instant
New bill is created in Clio
Triggers the automation whenever a new bill is raised
Instant
Document is created in Clio
Triggers the automation whenever a new document is created
Candidate applies or is created in Recruitee
Triggers the automation whenever a candidate applies for a job or a new candidate profile is created
Instant
Candidate is deleted in Recruitee
Triggers the automation whenever any candidate is deleted
Instant
Job is published in Recruitee
Triggers the automation whenever a new job listing is published
Instant
Candidate is moved to another pipeline in Recruitee
Triggers the automation whenever a candidate is moved to another pipeline
Instant
Candidate is assigned to a job or tenant pool in Recruitee
Triggers the automation whenever a candidate is assigned to a job opening or added to a talent pool
Instant
Job is unpublished in Recruitee
Triggers the automation whenever a particular job is completed
Instant

Create person contact in Clio
Automatically adds a new contact to the person database
Update person contact in Clio
Automatically updates contact information for a person
Search person contact in Clio
Automatically searches for a person contact
Search contact by custom field in Clio
Automatically locate and retrieve contacts using a custom field
Create time entry (Activity) in Clio
Automatically record and track time spent on a activity
Update matter in Clio
Automatically updates matter details with the latest information
Create matter in Clio
Automatically generates new matter
Create matter note in Clio
Automatically generates a note for new matters
Create matter folder in Clio
Automatically generates a folder for organizing matter
Create calendar entry in Clio
Automatically adds a new event to the calendar
Search matter in Clio
Automatically searches for a matter
Create expense entry (Activity) in Clio
Automatically record a new expense entry
Search matter by custom field in Clio
Automatically searches for a matter using a custom field
Create company contact in Clio
Automatically adds a new contact for a company into the company's contact list
Update company contact in Clio
Automatically updates contact information for company records
Search company contact in Clio
Automatically retrieves contact information for a company
Search user in Clio
Automatically searches for a user
Search bill in Clio
Automatically searches for a bill
Create candidate in Recruitee
Automatically generates a new candidate profile
Add note to candidate in Recruitee
Automatically records important information or updates about a candidate
Update candidate in Recruitee
Automatically updates candidate information
Search candidate in Recruitee
Automatically searches through candidate profiles
Add tags to candidate in Recruitee
Automatically categorize candidates by adding tags based on pre-defined criteria
Delete candidate in Recruitee
Automatically removes a candidate from the database
Create task in Recruitee
Automatically creates a new task
Update task in Recruitee
Automatically updates the task with new information or changes
Search task in Recruitee
Automatically searches for a task
Update offer in Recruitee
Automatically updates existing offers with new information
Create offer in Recruitee
Automatically creates a new offer
Delete offer in Recruitee
Automatically removes the offer from the system
Search offer in Recruitee
Automatically searches for an offer
Delete note in Recruitee
Automatically removes a selected note
Search note in Recruitee
Automatically searches for a note
Delete tag in Recruitee
Automatically removes a particular tag from the system
Search tag in Recruitee
Automatically searches for a tag
Publish job in Recruitee
Automatically publishes a job
Unpublish job in Recruitee
Automatically unpublishes a job

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Want to automate something else in your workflow?

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

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

Recruitee is a cloud based hiring management platform that helps rapidly growing companies to recruit and hire top talent. We help employers to build their employer brand, attract candidates, track applicants and make hiring decisions.

See Recruitee Integrations