Clio + SuperSaaS Integration

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Create Your Own Clio & SuperSaaS 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 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
Purchase is created in SuperSaaS
Triggers the automation whenever a new purchase is created
Instant
Appointment is created in SuperSaaS
Triggers the automation whenever a new appointment is created
Instant
Appointment is updated in SuperSaaS
Triggers the automation whenever any appointment is modified
Instant
Mail is send in SuperSaaS
Triggers the automation whenever an email is sent
Instant
Form is submitted in SuperSaaS
Triggers the automation whenever a form is filled
Instant
User is created in SuperSaaS
Triggers the automation whenever a new user is created
Instant
Reminder or follow up is created in SuperSaaS
Triggers the automation whenever a reminder or follow up is created
Instant
User is updated in SuperSaaS
Triggers the automation whenever a user is updated
Instant

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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Want to automate something else in your workflow?

You Can Also Connect Clio or SuperSaaS 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

SuperSaaS is a complete online booking and scheduling software solution that can be integrated with any website, mobile app or service. With it you can take appointments, schedule services or events and manage them all effortlessly.

See SuperSaaS Integrations