Clio Integration

Matters, contacts, billing, documents, tasks, calendar

Cloud & Productivity 14 actions OAuth 2.0 (sign in to authorise)

Start automating Clio

What you can automate with Clio

Drag any of these 14 actions into a process — no code, no API wrangling.

Create Activity

Create a new activity

Create Bill

Create a new bill

Create Contact

Create a new contact

Create Matter

Create a new matter

Create Task

Create a new task

Get Contact

Get a contact by ID

Get Matter

Get a matter by ID

List Activities

List all activities

List Bills

List all bills

List Contacts

List all contacts

List Documents

List all documents

List Matters

List all matters

List Tasks

List all tasks

Update Matter

Update an existing matter

How the Clio connection works

1. Authenticate

Clio uses oAuth 2.0 (sign in to authorise). Save the connection once and reuse it across every process.

2. Build the process

Drop Clio steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.

Because Clio has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.

Other Cloud & Productivity connectors

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Teachable

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Automate Clio in 7 days

We build one working Clio automation in your business inside a week, at a fixed price.

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