Smartsheet + Clio Integration

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

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Ready workflows for Smartsheet + Clio Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create Row in Smartsheet

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Create Clio contact for new Smartsheet row

Automatically creating Clio contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Clio company for new Smartsheet row

Smartsheet + Clio Integration

Activate

When Row is added in Smartsheet > Check any condition > Create person contact in Clio

Smartsheet + Clio Integration

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Create Your Own Smartsheet & Clio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Smartsheet & Clio

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Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet
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 has 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

Search row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet
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

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Zapier

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750 Tasks

in $19.⁹⁹

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2,000 Tasks

in $19.⁹⁹

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

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 Smartsheet & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Smartsheet or Clio With 1100+ Other Apps

Smartsheet makes work smarter, faster and easier. With the largest ecosystem of connected apps, any team can turn data into actionable insight, make smarter decisions, and deliver better business outcomes.

See Smartsheet 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