Teamwork Desk + Clio Integration

Connect Teamwork Desk to Clio - Automate your workflows in 1-click

With Teamwork Desk automations, you can automate ticket routing, improve agent productivity, and gain valuable insights into customer support performance. Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Get the best of both with Integrately’s Teamwork Desk + Clio integration.

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

Ready Workflows For Teamwork Desk + Clio Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create Ticket in Teamwork Desk

Activate

When Contact is created in Clio, create User in Teamwork Desk

Activate

Create Clio contact from new Teamwork Desk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.

Activate

1of1

Create Your Own Teamwork Desk & Clio Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Ticket is created in Teamwork Desk
Triggers the automation whenever a new ticket is created
Instant
Ticket is assigned in Teamwork Desk
Triggers the automation whenever a ticket is assigned to a team member
Instant
Thread is updated in Teamwork Desk
Triggers the automation whenever any thread is updated
Instant
Customer sends a reply in Teamwork Desk
Triggers the automation whenever a customer sends a reply
Instant
Ticket is unassigned in Teamwork Desk
Triggers the automation whenever a ticket is unassigned
Instant
Agent sends a reply in Teamwork Desk
Triggers the automation whenever a ticket is replied to by any agent
Instant
Ticket note is created in Teamwork Desk
Triggers the automation whenever a new note is added to any ticket
Instant
Customer is created in Teamwork Desk
Triggers the automation whenever a new customer is created
Instant
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

Update customer in Teamwork Desk
Automatically updates a customer's information
Add reply to a ticket in Teamwork Desk
Automatically sends reply to a ticket
Remove ticket in Teamwork Desk
Automatically deletes a ticket
Create ticket in Teamwork Desk
Automatically generates a new ticket
Create customer in Teamwork Desk
Automatically adds a new customer to the database
Search Ticket in Teamwork Desk
Automatically searches for a ticket
Search customer in Teamwork Desk
Automatically locate and retrieve customer information
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

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Teamwork Desk & Clio In 1 Click
And Save Time & Money Both

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

Want to automate something else in your workflow?

You Can Also Connect Teamwork Desk or Clio With 1200+ Other Apps

Teamwork Desk is a complete support software that makes it easy to handle customer queries. When you are working with multiple teams, this software will help you manage them all from one place.

See Teamwork Desk 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