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.
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Log in to your Albato account. If you don't have an account, sign up here.
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Go to the Apps section and click the Add a connection button.
- In the search bar, type Clio and select it from the menu. Then, click Add a connection to start the setup process.
- Choose a Name for your connection and click the Continue button.
- Grant Albato access to your Clio account.
- Sign in to your Clio account.
- Click Allow access button to have Albato connect to your Clio account.
The connection is ready!
