Wild Apricot + Clio Integration

Connect Wild Apricot to Clio in 1 click

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Popular Wild Apricot + Clio Workflows

Create Clio contact for new Wild Apricot contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Wild Apricot - Clio integration, anytime a new Wild Apricot contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

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When Event registration is created in Wild Apricot > Check condition > Create person contact in Clio

Wild Apricot + Clio Integration

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Create Your Own Wild Apricot & Clio Integration Without Any Code

Create Custom Workflow

Membership is created in Wild Apricot Instant
Contact is created in Wild Apricot
Event registration is created in Wild Apricot
Payment is created or updated in Wild Apricot
Invoice is created in Wild Apricot
Audit log item is created in Wild Apricot
Refund is Created or updated in Wild Apricot
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

Create contact in Wild Apricot
Search contact in Wild Apricot
Update contact in Wild Apricot
Delete contact in Wild Apricot
Create event in Wild Apricot
Clone event in Wild Apricot
Create event registration in Wild Apricot
Create event registration type in Wild Apricot
Check-in event attendee in Wild Apricot
Create invoice in Wild Apricot
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

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You Can Also Connect Wild Apricot or Clio With 1200+ Other Apps

Wild Apricot is a feature-rich membership management software that comes with everything your organization needs in one place. It helps you automate and simplify membership tasks like event management, email marketing, payments, database, and more.

See Wild Apricot 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