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Clio Manage
Make Code

Connect Clio Manage and Make Code

Explore ready-made Clio Manage and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Clio Manage with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Clio Manage
Trigger: Watch Activities
Make Code
Action: Select an action
1. Select a trigger

  • Triggers when a contact is created, updated or deleted.

  • Triggers when a bill is created, updated or deleted.

  • Triggers when a bill is created, updated or deleted.

  • Triggers when a communication is created, updated or deleted.

  • Triggers when a contact is created, updated or deleted.

  • Triggers when a new document is created.

  • Triggers when a matter is created, updated or deleted.

  • Triggers when a new note is created.

  • Triggers when a task is created, updated or deleted.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Clio Manage and Make Code.

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
Load more

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.