logo main
  • Language
    En
    English
    Portuguese
    Spanish
    • Log inGet started free
    Clio
    OkoCRM
    CRM & ERP systems • Accounting apps • Project & Task Management

    Clio and OkoCRM integration

    Build smart, no-code workflows with Clio and OkoCRM using triggers, actions, and AI logic—automate any process in minutes.

    Start for free

    no time limits on the free plan

    no credit card required

    Icon

    Clear pricing with no hidden fees

    Icon

    Efficient transaction management = lower costs

    Icon

    Move your historical data in just a few clicks

    Icon

    Talk to support that actually helps—fast

    Trusted by 10,000+ teams around the world

    Best results
    G2 High Performer 2025
    G2 Regional Leader 2025
    G2 Grid Leader 2025
    Capterra Best Value 2025
    gdpr
    Soc 2
    PH Top of the Day
    Golden Kitty
    PH Product of the Month
    app.integrationsTrustSection.testimonial.author

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.

    Triggers and actions for OkoCRM and Clio integration

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

    Triggers 9

    Clio integration

    Person contact created

    Triggers

    Try it now!
    Clio integration

    Person contact updated

    Triggers

    Try it now!

    Actions 32

    Clio integration

    Create person contact

    Actions

    Try it now!
    Clio integration

    Update person contact

    Actions

    Try it now!
    OkoCRM integration

    Delete transaction by ID

    Actions

    Try it now!
    OkoCRM integration

    The list of tasks in the transaction

    Actions

    Try it now!

    What users say about Albato

    capterrastars
    g2stars

    Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

    Verified user
    Verified user
    G2 reviews

    A good alternative to zapier, make and IFTT. 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.

    Rida Z.
    Rida Z.
    G2 reviews

    Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

    David K.
    David K.
    G2 reviews

    A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

    Keith T.
    Keith T.
    G2 reviews

    How to Connect Clio to OkoCRM

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

    STEP 1

    Connect Clio to OkoCRM

    Log in to Albato, select Clio and OkoCRM, and follow the quick setup steps—no coding required. Integrate Clio with OkoCRM with just a few clicks!

    ShopifyFacebookClio integrationClio integrationSlackClickup
    STEP 2

    Build a workflow for your Clio and OkoCRM integration

    Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

    Clio integrationArrow

    Trigger

    Arrow
    Down
    OkoCRM integrationCheck

    Actions

    Down
    STEP 3

    Map your data

    Pick the fields you want to transfer between Clio and OkoCRM. Customize the data flow to match your process.

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Launch your integration!

    Start your FREE 7-day trial to activate the Clio + OkoCRM integration and access all premium features.

    Get started free7-Day free trial

    How does the integration with Clio and OkoCRM works in Albato?

    Try this integration

    7-Day free trial!

    OkoCRM integration with Clio

    Clio integrations

    Clio

    Categories

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

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations
    OkoCRM integrations

    OkoCRM

    Categories

    • CRM & ERP systems

    Alternative Apps

    HubSpot integrations
    amoCRM integrations
    5crm integrations
    Agbis integrations
    Agendor integrations
    Agile CRM integrations
    AlphaCRM integrations
    Altegio integrations

    Learn how to connect OkoCRM to Clio

    previous
    next

    Frequently asked questions about Clio and OkoCRM Integration

    Why is Albato the best alternative to Zapier for integrating Clio and OkoCRM?

    collapsed
    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 Clio and OkoCRM. 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 Clio and OkoCRM, Albato is the way to go!

    Does Clio integrate with OkoCRM on the free plan?

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

    How to connect OkoCRM to Clio for scheduled syncs?

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

    Does Clio integrate with OkoCRM in real time?

    collapsed
    Yes, Clio integrates with OkoCRM 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 Clio integration with OkoCRM 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 Clio and OkoCRM 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 OkoCRM integration with Clio, ensuring your workflows operate according to your requirements.

    How to connect Clio to OkoCRM?

    collapsed
    Setting up an integration between Clio and OkoCRM 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 Clio and OkoCRM from the list of available apps.
    3. Choose triggers and actions. You’ll need to define an event in Clio (the trigger) that will cause an action in OkoCRM, such as sending data or creating an entry.
    4. Map the fields. Use Albato’s data mapping tool to match specific fields between Clio and OkoCRM, ensuring accurate data transfer.
    Once the integration is live, data will flow seamlessly between Clio and OkoCRM, automating your workflows and saving you time.

    How to connect Clio to OkoCRM to sync historical data?

    collapsed
    To sync Clio with OkoCRM 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 OkoCRM integration with Clio, 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 OkoCRM to Clio for two-way synchronization?

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

    Build your automation for free!

    Get started