Plecto + Clio Integrations

Integrate Plecto with Clio to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the Plecto to Clio integration helps boost your business’ efficiency.

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About Plecto

Plecto is a custom business dashboard software which allows users to track their business goals and results conveniently at-a-glance. It enables businesses to create their own custom dashboards and visualize team performances across Marketing, Sales & Service departments.

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.

Clio Integrations
Connect Plecto + Clio in easier way

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

  • Triggers
  • 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 Activity Description

    Creates a new ActivityDescription.

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Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am