Clio + Trafft Integration

Connect Clio to Trafft in 1 click

Integrate Clio + Trafft For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Clio + Trafft Workflows

Update Clio contact from new Trafft event

Trafft + Clio Integration

Activate

When Appointment is created in Trafft > Check any condition > Create person contact in Clio

Trafft + Clio Integration

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Create Your Own Clio & Trafft Integration Without Any Code

Create Custom Workflow

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 is 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
Appointment is created in Trafft Instant
Appointment status is changed in Trafft Instant
Appointment canceled in Trafft Instant
Appointment rescheduled in Trafft Instant
Customer is created in Trafft Instant

Create communication in Clio
Search task by name in Clio
Assign task template list to matter in Clio
Create task in Clio
Upload document in Clio
Update task in Clio
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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You Can Also Connect Clio or Trafft 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

Trafft is a powerful business management that streamlines scheduling and booking processes, accepts online payments, and offers team and customer management tools. It helps you optimize operations, increase customer retention, and grow your business.

See Trafft Integrations