How to Integrate Clio with Albato

Connect Clio to Albato: Ultimate Guide to Integrating with 800+ Apps
9/16/2024
·
2 min. read

Clio is a software that simplifying every aspect of your law firm, from billing to communication and document management.

Available Triggers:

Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.

  • Person contact created
  • Person contact updated
  • Company contact created
  • Company contact updated
  • Task created
  • Task updated

Available Actions

Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Create company contact
  • Update company contact
  • Find company contact
  • Create person contact
  • Update person contact
  • Find person contact
  • Delete contact
  • Find task
  • Create task
  • Delete task
  • Create communication
  • Update communication
  • Find communication
  • Delete communication
  • Create matter
  • Update matter
  • Find matter
  • Delete matter

App connection

Before setting up automations with Clio, connect the app to Albato.

  1. Log in to your Albato account. If you don't have an account, sign up here.

  2. Go to the Apps section and click the Add a connection button.

Example.png

  1. In the search bar, type Clio and select it from the menu. Then, click Add a connection to start the setup process.

Albato_Clio_Select Clio app.png

  1. Choose a Name for your connection and click the Continue button.

Albato_Clio_Connection name.png

  1. Grant Albato access to your Clio account.

Albato_Clio_Grant Albato access to Clio.png

  1. Sign in to your Clio account.

Albato_Clio_Sign in Clio account.png

  1. Click Allow access button to have Albato connect to your Clio account.

Albato_Clio_Allow Albato access.png

The connection is ready!


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