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Connect Clio Manage and RD Station integrations

Connect Clio Manage and RD Station 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 and RD Station 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.

Trigger
Select a trigger...
Clio Manage

Triggers when a contact is created, updated or deleted.

Clio Manage

Triggers when a bill is created, updated or deleted.

Clio Manage

Triggers when a bill is created, updated or deleted.

Clio Manage

Triggers when a communication is created, updated or deleted.

Clio Manage

Triggers when a contact is created, updated or deleted.

Clio Manage

Triggers when a new document is created.

Clio Manage

Triggers when a matter is created, updated or deleted.

Clio Manage

Triggers when a new note is created.

Clio Manage

Triggers when a task is created, updated or deleted.

Clio Manage
RD Station
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Action
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RD Station

Creates a contact.

RD Station

Registers a new conversion event for a contact.

RD Station

Creates a field for the current account.

RD Station

Deletes a field from the current account.

RD Station

Returns the account name from your RD Station Marketing account.

RD Station

Returns data about a specific contact.

RD Station

Returns a funnel associated to the given contact.

RD Station

Returns the RD Station Marketing tracking code so it can be embedded on websites or CMS.

RD Station

Performs an arbitrary authorized API call.

RD Station

Marks a specified Lead as Won or Lost.

RD Station

Updates the properties of a contact.

RD Station

Updates a field for the current account. It supports partial updates.

RD Station

Updates the funnel information about the current contact.

RD Station

Returns a list of fields and their attributes from the current account.

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Build your Clio Manage and RD Station integrations.

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

Clio Manage
Create a Calendar Entry

Creates a new calendar entry.

Action
Clio Manage
Create a Communication

Creates a new communication.

Action
Clio Manage
Create a Contact

Creates a new contact.

Action
RD Station
Create a Conversion Event

Registers a new conversion event for a contact.

Action
RD Station
Create a Custom Field

Creates a field for the current account.

Action
Clio Manage
Create a Folder

Creates a new folder.

Action
Clio Manage
Create a Matter

Creates a new matter.

Action
Clio Manage
Create a Note

Creates a new note.

Action
Clio Manage
Create a Task

Creates a new task.

Action

Popular Clio Manage and RD Station workflows.

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

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