

CRM & ERP systems • Accounting apps
Clio and Instantly integration
How Albato works
With Albato, you can easily integrate Instantly with Clio using an intuitive no-code builder. Whether you want to sync Instantly with Clio or connect Instantly to Clio, our platform makes it simple.
How to Connect Clio to Instantly
Create powerful Clio integration with Instantly in just a few simple steps.
Connect Clio to Instantly
To connect Instantly to Clio, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Clio with Instantly with just a few clicks!

Clio
Select a Trigger
Create workflow for Instantly and Clio integration
Decide what happens when you sync Clio with Instantly—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action
Sync Clio with Instantly data
Select which data to transfer when you integrate Instantly with Clio—customize how your apps exchange information.
Synс data
Synс data
Synс data
Integrate Clio with Instantly now!
Start FREE 7-day trial to connect Instantly to Clio and unlock all premium features!
Try this integration!7-Day free trialTriggers and actions for Instantly and Clio integration
In Clio and Instantly integration triggers start workflows when something happens, while actions make changes in response.
Triggers 20

Person contact created

Person contact updated

Lead is marked as interested

Lead is marked as not interested
Actions 29

Create person contact

Update person contact

Custom API request

Create Lead


Make your integration smarter with AI
Enhance your Instantly and Clio integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.
Connect Clio to Instantly to link essential parts of your business
When you connect Clio to Instantly, you can automate processes for any business size or industry. Here's how different companies integrate Clio with Instantly using Albato.









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.
Instantly integration with Clio

Clio
Simplify legal client management with Clio integration via Albato, connecting you to over 800+ popular applications. Automate workflows triggered by the creation and updating of person or company contacts. Perform actions like creating, updating, and finding contacts seamlessly. Improve legal operations with Clio integration and Albato.
Categories
- CRM & ERP systems
- Accounting apps
- Project & Task Management

Instantly
Automate your outbound sales and lead management with the Instantly integration via Albato, connecting you to over 800 popular applications. This integration allows you to streamline lead generation workflows, update lead statuses, and manage outreach campaigns using Instantly’s API. Easily connect Instantly with tools like Google Sheets, HubSpot, Salesforce, Slack, or your CRM to automate the creation, qualification, and segmentation of leads. Available triggers include lead interest changes (interested, neutral, not interested) and unsubscribes, while actions cover lead creation, updates, campaign assignment, and custom API requests. These capabilities help sales teams respond faster, track engagement, and reduce manual tasks. Boost your outreach efficiency with the Instantly integration via Albato.
Categories
- Email marketing