Clio + Upkeep Integrations
Integrate Clio with Upkeep to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Clio to Upkeep integration helps boost your business’ efficiency.
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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.
UpKeep is a cloud-based computerized maintenance management system for facility and asset management teams in a range of businesses, including manufacturing, restaurants, property, and more. Users can see a tasks overview page that shows upcoming work along with due dates, criticality, and assets or workers assigned to each.
Upkeep IntegrationsIt's easy to connect Clio + Upkeep without coding knowledge. Start creating your own business flow.
- Triggers
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New ActivityTriggers when a new activity is Created.
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New ActivityDescriptionTriggers when new ActivityDescription is created.
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New BillTriggers when a new Billis created.
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New Calendar EntryTriggers when a new Calendar Entry is Created.
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New CommunicationTriggers when a new Communication is added.
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New ContactTriggers when a new Contact is created.
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New DocumentTriggers when a new Document is added.
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New Expense CategoryTriggers when a new Expense Category is created.
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New FolderTriggers when a new Folder is created.
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New MatterTriggers when a new Matter is created.
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New TaskTriggers when a new Task is created.
- Actions
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Create Activity DescriptionCreates a new ActivityDescription.
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