red-amber.green + Clio Integration

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Create Your Own red-amber.green & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Monitor status is changed in red-amber.green
Triggers the automation whenever there is a change in the status of a monitor
Instant
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

Change monitor status to green in red-amber.green
Automatically updates monitor status to green
Change monitor status in red-amber.green
Automatically changes the status of a monitor
Change monitor status to red in red-amber.green
Automatically change the status of the monitor to red
Change monitor status to amber in red-amber.green
Automatically set the monitor status to amber
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

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You Can Also Connect red-amber.green or Clio With 1200+ Other Apps

Red amber green gives you insight into how your business processes are performing, while ensuring that your team members are aware of the current status. This helps you make decisions faster and with more confidence.

See red-amber.green 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