Clio Integrations
Connect Clio with 1100+ apps in 1-Click. No Learning Curve For Non-techies.
Connect Clio With Any App From Your Workflow
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.
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Build custom workflows for Clio in minutes
Set ‘trigger’ to start your workflow & ‘action’ to automate repetitive tasks
between Clio & other apps
Choose the app you want to connect Gmail with...
Ready Workflows for Clio Integration
Just click on the workflow you want to automate
Create Clio contact for new ActiveDEMAND contact
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 ActiveDEMAND contact 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.
When Contact is created in Clio, create Contact in Autopilot
Create Clio contact for new Autopilot contact
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 Autopilot contact 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.
When Contact is created in Clio, create Task in Chatwork
Create Axonaut Opportunity from new Clio Contact
When Contact is created in Clio, create Contact in Axonaut
When Contact is created in Clio, create Contact in Convertu
Update Convertu Contact from new Clio Contact
Create Clio contact from new Convertu order
But did you know that you can easily integrate Convertu with Clio? This integration will allow you to automatically create a contact for each new order in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Integrate Clio In 1 Click
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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.
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