Integrate ClickUp with Clio

Name: Appy Pie Connect
Rating: 4.9 (3518 reviews)

Appy Pie Connect allows you to automate multiple workflows between ClickUp and Clio

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ClickUp Integrations

About ClickUp

ClickUp is a cloud-based collaboration and project management platform that allows you to manage your work and personal tasks in an efficient way. From assigning tasks, to holding discussions, to creating milestones and tracking timesheets for individual or shared projects, ClickUp delivers the right features in an intuitive interface.

About Clio

Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.

ClickUp + Clio Quick Connects

Want to explore ClickUp + Clio quick connects for faster integration? Here’s our list of the best ClickUp + Clio quick connects.

Explore quick connects

Connect ClickUp + Clio in easier way

It's easy to connect ClickUp + Clio without coding knowledge. Start creating your own business flow.

Triggers
New Folder

Triggers when new folders are created.
New List

Triggers when new lists are created.
New Task

Triggers when tasks are added.
Updated Task

Triggers when tasks updated.
New Activity

Triggers when a new activity is Created.
New ActivityDescription

Triggers when new ActivityDescription is created.
New Bill

Triggers when a new Billis created.
New Calendar Entry

Triggers when a new Calendar Entry is Created.
New Communication

Triggers when a new Communication is added.
New Contact

Triggers when a new Contact is created.
New Document

Triggers when a new Document is added.
New Expense Category

Triggers when a new Expense Category is created.
New Folder

Triggers when a new Folder is created.
New Matter

Triggers when a new Matter is created.
New Task

Triggers when a new Task is created.

Actions
Create Folder

To Creates a new folder
Create List

Creates a new list
Create Subtask

Creates a new subtask
Create Task

Creates a new task.
New Checklist

Add a checklist to a task
Post a Task Comment

Post a comment to a task
Update Task

Updates an existing task.
Create Activity Description

Creates a new ActivityDescription.

How ClickUp & Clio Integrations Work

Step 1: Choose ClickUp as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Clio as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from ClickUp to Clio.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.