Clio + SQL Server Integration

Connect Clio to SQL Server in 1 click

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Popular Clio + SQL Server Workflows

Create Clio contact for new SQL Server row

Automatically creating Clio contact records for new SQL Server 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!

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Create Clio company for new SQL Server row

SQL Server + Clio Integration

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When Row is created in SQL Server > Check any condition > Create person contact in Clio

SQL Server + Clio Integration

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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
Row is created in SQL Server
Row is created or updated in SQL Server
Column is created in SQL Server
Table is created in SQL Server

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
Create row in SQL Server
Update row in SQL Server
Search row in SQL Server
Search row(Custom Query) in SQL Server

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

You Can Also Integrate Clio & SQL Server With 1100+ 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

SQL server (or MS SQL) is a top of the line database geared for the cloud. It gives you an easy to use platform that makes data analytics intuitive and simple. Manage your database with ease, and monitor its performance with real-time insights.

See SQL Server Integrations