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    Altegio Integrations
    Clio Integrations

    CRM & ERP systems • Scheduling & Booking

    Altegio and Clio integration

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    How Albato works

    With Albato, you can easily integrate Clio with Altegio using an intuitive no-code builder. Whether you want to sync Clio with Altegio or connect Clio to Altegio, our platform makes it simple.

    How to Connect Altegio to Clio

    Create powerful Altegio integration with Clio in just a few simple steps.

    STEP 1

    Connect Altegio to Clio

    To connect Clio to Altegio, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Altegio with Clio with just a few clicks!

    Altegio {targetApp} integration

    Altegio

    Select a Trigger

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    STEP 2

    Create workflow for Clio and Altegio integration

    Decide what happens when you sync Altegio with Clio—set up triggers in one app to automatically initiate actions in the other.

    Altegio {targetApp} integrationArrow

    Trigger

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    Clio {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Altegio with Clio data

    Select which data to transfer when you integrate Clio with Altegio—customize how your apps exchange information.

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    Synс data

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    Synс data

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    Synс data

    Integrate Altegio with Clio now!

    Start FREE 7-day trial to connect Clio to Altegio and unlock all premium features!

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    Background

    Triggers and actions for Clio and Altegio integration

    In Altegio and Clio integration triggers start workflows when something happens, while actions make changes in response.

    Triggers 23

    Altegio {targetApp} integration

    Service category received

    Triggers

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    Altegio {targetApp} integration

    Service received

    Triggers

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    Clio {targetApp} integration

    Person contact created

    Triggers

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    Clio {targetApp} integration

    Person contact updated

    Triggers

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    Actions 28

    Altegio {targetApp} integration

    New client

    Actions

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    Altegio {targetApp} integration

    Create an appointment for a session (for online forms)

    Actions

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    Clio {targetApp} integration

    Create company contact

    Actions

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    Clio {targetApp} integration

    Update company contact

    Actions

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    Make your integration smarter with AI

    Enhance your Clio and Altegio integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

    Background

    Start with Altegio and Clio integration templates!

      Integrate Clio with Altegio to harness the power of automation!

      With over 800 integrations on Albato including the ability to sync Clio with Altegio, you can streamline your tools into one cohesive system, maximizing your team's productivity.

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      Connect Altegio to Clio to link essential parts of your business

      When you connect Altegio to Clio, you can automate processes for any business size or industry. Here's how different companies integrate Altegio with Clio using Albato.

    • CheckNew lead submits form
      App Integration
      App Integration
      App Integration
    • CheckCreate New Contact
      App Integration
      App Integration
      App Integration
    • Check сompany size
    • CheckSend a welcome message
      App Integration
      App Integration
      App Integration

      • Never miss a lead or deal again!

      Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

      Clio integration with Altegio

      Altegio integrations

      Altegio

      Categories

      • CRM & ERP systems
      • Scheduling & Booking

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      Clio integrations

      Clio

      Categories

      • CRM & ERP systems
      • Accounting apps
      • Project & Task Management

      Alternative Apps

      HubSpot integrations
      amoCRM integrations
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      Agendor integrations
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      Altegio integrations
      Aspro.Cloud integrations

      Great Zapier Replacement

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      I like Albato for the following reasons: Intuitive Interface - The interface is understandable. Extensive App Librar...

      Albato is a Productive way to Manage and Automate Tasks

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      Albato offers seamless integration with SuiteDash, OpenAI, Synthesia, Writesonic, Facebook Groups, Discord...

      Super easy platform for automations

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      Super easy platform for automations

      A tool which is best fit for Automation newbie!

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      The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals...

      A great tool to automate other tools

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      I like the various internal tools like Delays, Find and replace, JSON parser, Date and number formatting, etc. Because it is a new tool on the mark...

      A good alternative to Make and IFTT

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      I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

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      Learn how to connect Clio to Altegio

      Frequently asked questions about Altegio and Clio Integration

      Why is Albato the best alternative to Zapier for integrating Altegio and Clio?
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      Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Altegio and Clio. It’s super easy to use, and you can create powerful workflows without the hassle.

      What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Altegio and Clio, Albato is the way to go!
      Does Altegio integrate with Clio on the free plan?
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      Yes, you can integrate Altegio with Clio using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Clio and Altegio integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Altegio Clio integration at no cost.
      How to connect Clio to Altegio for scheduled syncs?
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      To sync Clio with Altegio on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Altegio integration with Clio seamless and tailored to your specific needs.
      Does Altegio integrate with Clio in real time?
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      Yes, Altegio integrates with Clio in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
      Webhook Triggers: These triggers activate your Altegio integration with Clio instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
      API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Altegio and Clio integration.
      You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Clio integration with Altegio, ensuring your workflows operate according to your requirements.
      How to connect Altegio to Clio?
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      Setting up an integration between Altegio and Clio on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select Altegio and Clio from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in Altegio (the trigger) that will cause an action in Clio, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between Altegio and Clio, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between Altegio and Clio, automating your workflows and saving you time.
      How to connect Altegio to Clio to sync historical data?
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      To sync Altegio with Clio and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
      With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Clio integration with Altegio, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.
      How to connect Clio to Altegio for two-way synchronization?
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      To integrate Clio with Altegio for two-way synchronization, Albato uses a system of triggers and actions. You can link Altegio to Clio by setting up two separate automations. The first automation sent data from Altegio to Clio. For instance, when a record is created or updated in Altegio, the automation ensures the changes are reflected in Clio. The second automation works in reverse, updating Altegio when changes occur in Clio.
      To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Clio Altegio integration and keeps your data consistent across both platforms.

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