How to integrate with Clio?

You can integrate with Clio using 4 automation platforms such as Zapier, Pabbly Connect, Integrately or Pipedream.

Top Clio integrations

The most popular Clio integrations are Box, Dropbox, Google Drive, Toggl and Google Contacts. Below you can explore a list of popular 26 tools that integrate with Clio.

Automation platforms that support Clio

Clio is supported by 4 workflow automation platforms. Automation platforms allow you to integrate Clio with many other SaaS applications without developing connectors and dealing with APIs.

Use Zapier, Pabbly Connect, Integrately or 0 other no-code automation platforms to visually design and build your Clio workflows.

Clio is supported by a low-code automation platform - Pipedream. Low-code systems are less restrictive, but have a slightly steeper learning curve and may require you to understand the code.

Below we have listed 4 automation platforms that support Clio.

Supported Clio Triggers and Actions

We have collected all Clio triggers and actions that you can use to build your workflow.

Below you can find 37 triggers and 56 actions from 4 integration services.

  • Clio

    New matter

    Triggers when a new matter is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New contact

    Triggers when a new contact is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New task

    Triggers when a new task is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    Task status updated

    Triggers when the status of a task has changed.

    zapier
    triggerbyzapier
  • Clio

    New calendar entry

    Triggers when a new calendar entry is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    New bill

    Triggers when a new bill is created.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Clio

    Create person contact

    Creates a person contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Clio

    Create matter

    Creates a new matter.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Clio

    Find person contact

    Find a person contact by first name, last name, email or phone number.

    zapier
    actionbyzapier
  • Clio

    Upload document to matter

    Upload document to matter.

    zapier
    actionbyzapier
  • Clio

    Create task

    Creates a new task.

    zapier
    actionbyzapier
  • Clio

    Create calendar entry

    Creates a new calendar entry.

    zapierintegrately
    actionbyzapierintegrately

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