Clio + Trengo Integration

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Create Your Own Clio & Trengo 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
New inbound message is added in Trengo Instant
New outbound message is added in Trengo Instant
New internal note is added in Trengo Instant
Phone call is missed in Trengo Instant
Phone call is ended in Trengo Instant
Phone call is started in Trengo Instant
Ticket is assigned in Trengo Instant
Ticket is closed in Trengo Instant
Ticket is reopened in Trengo Instant
Ticket marked as spam in Trengo Instant
Ticket unmarked as spam in Trengo Instant
Ticket label is added in Trengo Instant

Create task in Clio
Create communication in Clio
Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Search task by name 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
Send a message in Trengo
Send a WhatsApp message template in Trengo
Send message to ticket in Trengo
Send media message to ticket in Trengo
Create a ticket in Trengo
Reopen a ticket in Trengo
Attach a label in Trengo
Assign a ticket in Trengo
Close ticket in Trengo
Mark ticket as spam in Trengo
Unmark ticket as spam in Trengo
Mark a ticket as favorite in Trengo
Unmark a ticket as favorite in Trengo
Create a user in Trengo
Log a phone call in Trengo
Create contact in Trengo
Search contact in Trengo
Get contact by ID in Trengo
Update contact in Trengo
Delete contact in Trengo

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You Can Also Connect Clio or Trengo 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

Trengo is a powerful all-in-one customer communication platform that helps you build strong customer relationships. You can easily collaborate, automate, and scale support, marketing, and sales with Trengo.

See Trengo Integrations