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    Altegro Integrations
    Clio Integrations

    Altegro and Clio integration

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    How Albato works

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

    How to Connect Altegro to Clio

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

    STEP 1

    Connect Altegro to Clio

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

    Altegro {targetApp} integration

    Altegro

    Select a Trigger

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    STEP 2

    Create workflow for Clio and Altegro integration

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

    Altegro {targetApp} integrationArrow

    Trigger

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    Clio {targetApp} integrationCheck

    Action

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    STEP 3

    Sync Altegro with Clio data

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

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    Synс data

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    Synс data

    Integrate Altegro with Clio now!

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

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    Triggers and actions for Clio and Altegro integration

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

    Triggers 17

    Altegro {targetApp} integration

    Incoming call received — initialization (incoming VPBX)

    Triggers

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    Altegro {targetApp} integration

    Incoming call — incoming to operator

    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 21

    Altegro {targetApp} integration

    Create a call

    Actions

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    Clio {targetApp} integration

    Create person contact

    Actions

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    Clio {targetApp} integration

    Update person contact

    Actions

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

    Integrate Clio with Altegro to harness the power of automation!

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

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    Connect Altegro to Clio to link essential parts of your business

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

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    • 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 Altegro

    Altegro integrations

    Altegro

    Categories

    • CRM & ERP systems

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    Clio integrations

    Clio

    Categories

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

    Alternative Apps

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    Learn how to connect Clio to Altegro

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    Frequently asked questions about Altegro and Clio Integration

    Why is Albato the best alternative to Zapier for integrating Altegro 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 Altegro 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 Altegro and Clio, Albato is the way to go!

    Does Altegro integrate with Clio on the free plan?

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    Yes, you can integrate Altegro 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 Altegro integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Altegro Clio integration at no cost.

    How to connect Clio to Altegro for scheduled syncs?

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    To sync Clio with Altegro 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 Altegro integration with Clio seamless and tailored to your specific needs.

    Does Altegro integrate with Clio in real time?

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    Yes, Altegro 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 Altegro 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 Altegro 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 Altegro, ensuring your workflows operate according to your requirements.

    How to connect Altegro to Clio?

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    Setting up an integration between Altegro 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 Altegro and Clio from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Altegro (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 Altegro and Clio, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Altegro and Clio, automating your workflows and saving you time.

    How to connect Altegro to Clio to sync historical data?

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    To sync Altegro 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 Altegro, 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 Altegro for two-way synchronization?

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    To integrate Clio with Altegro for two-way synchronization, Albato uses a system of triggers and actions. You can link Altegro to Clio by setting up two separate automations. The first automation sent data from Altegro to Clio. For instance, when a record is created or updated in Altegro, the automation ensures the changes are reflected in Clio. The second automation works in reverse, updating Altegro 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 Altegro integration and keeps your data consistent across both platforms.

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