Clio + Uncanny Automator Integration

Connect Clio to Uncanny Automator - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Make use of Uncanny Automator automations to automate repetitive tasks, improve data entry accuracy, and streamline workflows across different platforms. Get the best of both with Integrately’s Clio + Uncanny Automator integration.

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Ready Workflows For Clio + Uncanny Automator Integration

Just click on the workflow you want to automate

Create Clio contact for new Uncanny Automator data

When someone completes your Uncanny Automator, a new contact is automatically created in your Clio. This way, you can quickly follow up with the data and turn them into a customer!

Plus, all of the information from the Uncanny Automator is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Uncanny Automator - Clio integration set up makes it easy to manage your customer relationships and grow your business.

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Create Clio company for new Uncanny Automator data

Uncanny Automator + Clio Integration

Activate

When Data is sent to webhook in Uncanny Automator > Check any condition > Create person contact in Clio

Uncanny Automator + Clio Integration

Activate

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Create Your Own Clio & Uncanny Automator 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
Data is sent to webhook in Uncanny Automator
Triggers the automation whenever a new ticket is sold
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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Integrate Clio & Uncanny Automator 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 Clio or Uncanny Automator 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

Uncanny automates everything on your computer. Create powerful workflows that do everything automatically, from launching applications to scheduling social media posts and more.

See Uncanny Automator Integrations