Clio Manage integrations

Connecting Clio Manage on Make

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Connect Clio Manage with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Clio Manage to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

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Build your Clio Manage integrations.

Create custom Clio Manage workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Create a Calendar Entry

Creates a new calendar entry.

Action

Create a Communication

Creates a new communication.

Action

Create a Contact

Creates a new contact.

Action

Create a Folder

Creates a new folder.

Action

Create a Matter

Creates a new matter.

Action

Create a Note

Creates a new note.

Action

Create a Task

Creates a new task.

Action

Create an Activity

Creates a new activity.

Action

Delete a Calendar Entry

Deletes a calendar entry by identificator.

Action

Popular Clio Manage workflows.

Looking to get more out of Clio Manage? With Make you can visually integrate Clio Manage into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.

Add new Clio Manage contacts to Mailchimp as subscribers

Every time there is a new contact in Clio Manage, Make will automatically add a subscriber to a specified Mailchimp mailing list or update an existing subscriber.

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Create Clio Manage matters from new Google Forms responses

Make will watch for new Google Forms responses at regular intervals, create a contact in Clio Manage, then create a matter using information received.

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Add new Clio Manage contacts to ActiveCampaign

Every time there is a new contact in Clio Manage, Make will automatically create a new contact in ActiveCampaign or update an existing one.

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Create Clio Manage matters from new Typeform responses

Make will watch for new Typeform responses at regular intervals, create a contact in Clio Manage, then create a matter using information received.

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Create Todoist tasks from new Clio Manage matters

Every time there is a new matter in Clio Manage, Make will automatically create a new task in Todoist using information received.

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Create Toggl projects from new Clio Manage matters

Every time there is a new matter in Clio Manage, Make will automatically create a new project in Toggl using information received.

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Add new Toggl time entries to Clio Manage as activities

Make will watch for new Toggl time entries at regular intervals and create Clio Manage activities using information received.

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Create Evernote notes from new Clio Manage matters

Every time there is a new matter in Clio Manage, Make will automatically create a new note in Evernote using information received.

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Add Sendlane contacts for new Clio Manage contacts

Every time a new contact is created in your Clio Manage, Make will automatically add them to your Sendlane as a contact.

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Clio Manage integrations

Build your Clio Manage integrations.

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