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Clio Integrations

Connect Clio with more than 1,000+ apps. Just select the app and you're good to go. No installation required!

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Clio

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software.

Clio
Connect Clio with?
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Google Sheets

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Zoom

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Gmail

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Chat API

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Google My Business

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Telegram Bot

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Google Drive

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Slack (Legacy)

Connect Clio For Free

No Credit Card Required

Automate anything with Clio Integrations!

Clio

When this happens

Triggers

Clio

Do this

Actions

Let's Connect

Clio

When this happens

TRIGGERS

New Activity
New Activity

Triggers when a new activity is created.

active
New Bill
New Bill

Triggers when a new bill is created.

active
New Contact
New Contact

Triggers when a new contact is created.

active
New Matter
New Matter

Triggers when a new matter is created.

active
New Task
New Task

Triggers when a new task is created.

active
Bill State Updated
Bill State Updated

Triggers when the state of a bill has changed.

active
Matter Status Updated
Matter Status Updated

Triggers when the status of a matter has changed.

active
Matter Status Updated to Close
Matter Status Updated to Close

Triggers whenever a matter's status changes  to "Close"

active
Matter Status Updated to Open
Matter Status Updated to Open

Triggers whenever a matter's status changes to "Open".

active
Matter Status Updated to Pending
Matter Status Updated to Pending

Triggers whenever a matter's status changes to "Pending"

active
New Calendar Entry
New Calendar Entry

Triggers when a new calendar entry is created.

active
New Communication
New Communication

Triggers when a new communication is created.

active
New Document
New Document

Triggers when a new document is created.

active
Clio

Do this

Actions

Create Matter
Create Matter

Creates a new matter.

active
Create Person Contact
Create Person Contact

Creates a person contact.

active
Create Company Contact
Create Company Contact

Creates a comapny contact.

active
Find Contact (Person or Company)
Find Contact (Person or Company)

Retrives contacts (Person or Company) based on query.

active
Find Matter
Find Matter

Retrives the list of matters based on the conditions.

active

Let's Connect

Clio

Create your custom integration by selecting the Trigger event and Action to be performed.

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  • 1000+ Integrations Available
  • Unlimited Premium Apps
  • Two Factor Authentication (2FA)
  • Unlimited Multie Step Workflows
  • Unlimited Path Routers
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One Click & Ready-to-Use Clio Integrations

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    • app img
    When New Activity in Clio, New Row in Google Sheets
    Clio + Google Sheets Integrations
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    When New Lead in Facebook Lead Ads, Create Matter in Clio
    Facebook Lead Ads + Clio Integrations
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    When New Bill in Clio, Create an Order in WooCommerce
    Clio + WooCommerce Integrations
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    • plus icon
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    When New Response in Spreadsheet in Google Forms, Create Person Contact in Clio
    Google Forms + Clio Integrations
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    When New Contact in Clio, Add Meeting Registrant in Zoom
    Clio + Zoom Integrations
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    When New Form Submission in Elementor, Create Company Contact in Clio
    Elementor + Clio Integrations
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    When New Matter in Clio, Send Template Message in WhatsApp by 360Dialog
    Clio + WhatsApp by 360Dialog Integrations
    • app img
    • plus icon
    • app img
    When Order Paid in Razorpay, Find Contact (Person or Company) in Clio
    Razorpay + Clio Integrations
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    • plus icon
    • app img
    When New Task in Clio, Create or Update Contact in ActiveCampaign
    Clio + ActiveCampaign Integrations
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    When New Lead in Facebook Lead Ads, Find Matter in Clio
    Facebook Lead Ads + Clio Integrations
Load more...

Create Clio Workflows

With Pabbly Connect, you can easily connect and integrate Clio with different applications associated with CRM, Sales, Marketing, Productivity, or any apps.

Clio
Clio
Clio

CRM

Clio
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Clio

Clio

Clio
Clio
Clio

Project Management

Connect Clio For Free

Trusted by 9,000+ Customers

What is Pabbly Connect?

Pabbly Connect is an integration application that connects multiple applications together so that you can send data from one application to another application. Just 3 simple steps and you're good to go ahead with Clio integrations!

Clio

Step 1:

Click on Create Workflow Button.

Clio

Step 2:

Select applications you wish to integrate.

Clio

Step 3:

That's it! You can enable your automation workflow.

Step 1:

Click on Create Workflow Button.

Clio

Step 2:

Select applications you wish to integrate.

Clio

Step 3:

That's it! You can enable your automation workflow.

Clio
Connect Clio For Free

3,284+ Video Tutorials

Clio

Trusted by 9,000+ Customers

Clio

Supports 1,000+ Integrations

Clio

3,284+ Video
Tutorials

Clio

Trusted by 9,000+ Customers

Clio

30-Days Money Back Guarantee

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3,284+
Video
Tutorials

“ I moved from Zapier to Pabbly. We’re using ~1.6M tasks per month on Pabbly, and only 150k tasks are billable per month. I highly recommend Pabbly x2 !!!!! "

Clio

Juan Colicchio,
LGG Media

How to automate Clio Integrations?

We know you want to automate your tasks and that's why are offering a step-by-step guide in integrating multiple applications.

Connect Clio For Free

No Credit Card Required

Connect Clio with 1,000+ Applications

Pabbly Connect supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk,
Payments, Web forms, Collaboration and much more...

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Connect Clio For Free

Trusted by 9,000+ Customers

Same Automation Workflows, Fewer Tasks Used

Clio

Unlike others, Pabbly Connect does not charge for trigger and internal steps. Do up to 3X more workflow executions with Clio compared to other platforms.

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Connect Clio For Free

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Customers Who Are Trusting Us!❤

Non incentivized reviews from real users.

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Frequently Asked Questions

What is Pabbly Connect?

Pabbly Connect is an integration application that connects multiple applications together, so that you can send data from one of your applications to another and sync your data across multiple applications.  Know more here

What are tasks?

Any action performed within your workflow is considered a task. Triggers are not included in the task count. Only action steps are included. Internal tasks of Pabbly Connect, such as Filter, Router, and Formatter, are not counted as tasks.

For example, sending one lead from Facebook Lead Ad to MailChimp counts as one task. If you have a multi-step automation workflow, the task count will depend on the number of action steps. For example, sending one lead from Facebook Lead Ad to MailChimp and then to Google Sheets would count as two tasks. Learn more.

What are Operations?

Every check made to an external application to see if there is any new data in a day is counted as an operation. So, if a check is made every 5 minutes, that is 288 operations in a day, whether or not there is any new data. However, Pabbly Connect does not charge for operations. That’s why we say we provide unlimited operations.

For example, if you have a workflow that constantly checks a Google My Business page for new reviews and sends replies, each check of the page to see if there are any new reviews counts as an operation. So, whether or not you send a reply, you will always use 288 operations in a day.

What are workflows?

A workflow consists of a trigger and one or more action steps involving the applications you want to integrate. A workflow can have a single trigger and one or more actions. When you turn on your workflow, the action steps will run every time the trigger event occurs.

Will my data sync automatically?

Yes, all data will be synced automatically once you set up your triggers and actions correctly. Automation software works on the principle of “set it and forget it,” running automatically around the clock for you.

Do you have filters and path routers?

Yes, Pabbly Connect includes filters and path routers for advanced automation. You can specify filters based on values coming in through triggers and webhooks.

For example, with filters and path routers, you can specify that you want to send a customer who made a purchase of more than $1000 to the MailChimp premium list and a purchase of less than $1000 to the MailChimp normal users list.

Does internal apps counts as task?

No, not at all. Unlike others, we don’t count tasks for internal apps like filters, routers, text formatters, number formatters, delays, schedules, iterators, date/time formatters, email parsers, data forwarders, and data formatters.

Does it support multi-step integrations?

Yes, Pabbly Connect supports multi-step integrations. For example, when a new payment happens in Stripe or WooCommerce, you can send the customer details to MailChimp, add the customer email to a CRM for follow-up, and receive an SMS on your phone once everything is done.

How does the pricing work?

The pricing plans are based on the number of tasks allotted to an account. We have plans that offer a range of task allotments, from 12,000 to 9 million tasks per month. It’s worth noting that we are the only provider who doesn’t count tasks for triggers and internal applications

Can I get custom plan?

Yes, we can provide you with custom plans if you need more than 7 million tasks per month. Please contact us at [email protected] for more information.

Will I have access to all future upgrades and integrations?

Yes, you will be eligible for all future integrations and updates at no extra cost.

Is GST included for Indian customers?

The pricing does not include GST. If you need to make a purchase with GST, an additional 18% GST will be included in the pricing. Please send us an email at [email protected] for making the purchase.

Can I cancel my subscription anytime?

Yes, you can cancel your subscription at any time. Just send an email to [email protected] with your request and we will take care of it for you.

Do you have an affiliate program?

Yes, you can signup here to become an affiliate and start promoting us – https://www.pabbly.com/affiliates/

I have more questions. Where do I ask?

You can always post your questions in our community forum where you can quickly get replies to all of your questions.

Do you have a roadmap?

Yes, we do have a roadmap that allows you to see what we are working on. Click here to view roadmap..

We Are Proud of Our Amazing Team! 😍

We started small, with only 3 members in our team. Over time, Magnet Brains, the parent company of Pabbly, grew into a team of over 100 amazing people.

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