Clio + Sellsy Integration

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

Make use of Clio and Sellsy automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Clio + Sellsy integration.

Get Started For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Ready Workflows For Clio + Sellsy Integration

Just click on the workflow you want to automate

Create Clio contact for new Sellsy contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Sellsy - Clio integration, anytime a new Sellsy contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Clio company for new Sellsy company

Sellsy + Clio Integration

Activate

When Contact is created in Sellsy > Check condition > Create person contact in Clio

Sellsy + Clio Integration

Activate

1of1

Create Your Own Clio & Sellsy 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 when a new contact is created
Instant
Task is created in Clio
Triggers the automation when a new task is created
Instant
Matter is created in Clio
Triggers the automation when a new matter is created
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Instant
Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Activity is created in Clio
Triggers the automation when a new activity is created
Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
Instant
Document is created in Clio
Triggers the automation when a new document is created
Contact is created in Sellsy
Triggers the automation when a new contact is created
Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
Instant
Task is created in Sellsy
Triggers the automation when a new task is created
Instant
Company is created in Sellsy
Triggers the automation when a new company is created
Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
Instant

Create person contact in Clio
Adds a new contact to the person database
Update person contact in Clio
Updates contact information for a person
Search person contact in Clio
Searches for a person contact
Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
Create time entry (Activity) in Clio
Record and track time spent on a activity
Update matter in Clio
Updates matter details with the latest information
Create matter in Clio
Generates new matter
Create matter note in Clio
Generates a note for new matters
Create matter folder in Clio
Generates a folder for organizing matter
Create calendar entry in Clio
Adds a new event to the calendar
Search matter in Clio
Searches for a matter
Create expense entry (Activity) in Clio
Record a new expense entry
Search matter by custom field in Clio
Searches for a matter using a custom field
Create company contact in Clio
Adds a new contact for a company into the company's contact list
Update company contact in Clio
Updates contact information for company records
Search company contact in Clio
Retrieves contact information for a company
Search user in Clio
Searches for a user
Search bill in Clio
Searches for a bill
Create a company in Sellsy
Creates a new company record
Update company in Sellsy
Updates company information
Search company by name in Sellsy
Searches for a company using its name
Create a contact in Sellsy
Adds a new contact to the contact list
Search contact by email in Sellsy
Finds and retrieves contact information using their email address
Update contact in Sellsy
Updates contact information
Create an opportunity in Sellsy
Creates a new sales opportunity
Create a task in Sellsy
Creates a new task

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Clio & Sellsy In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Clio or Sellsy 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