Workiom + Clio Integration

Connect Workiom to Clio - Automate your workflows in 1-click

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Ready workflows for Workiom + Clio Integration

Just click on the workflow you want to automate

When Contact is created in Clio, create Record in Workiom

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Create Clio contact for new Workiom record

Automatically creating Clio contact records for new Workiom record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Clio company for new Workiom record

Workiom + Clio Integration

Activate

When Record is created in Workiom > Check any condition > Create person contact in Clio

Workiom + Clio Integration

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Didn’t find what you were looking for?

Create Your Own Workiom & Clio Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Workiom & Clio

Create Automation

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Record is created in Workiom Instant
Record is updated in Workiom Instant
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 has 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

Search multiple records in Workiom
Create Record in Workiom
Update Record in Workiom
Search Record in Workiom
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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Zapier

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750 Tasks

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2,000 Tasks

in $19.⁹⁹

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Integrate Workiom & Clio In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Workiom & Clio with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Workiom or Clio With 1100+ Other Apps

Workiom allows you to create business applications using a visual drag-and-drop interface. You can create your own custom apps from scratch or by selecting from pre-built business apps.

See Workiom 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