Integrate Salesmate.io with Clio

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

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Clio

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Salesmate.io Integrations

About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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.

Salesmate.io + Clio Quick Connects

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

Explore quick connects

Connect Salesmate.io + Clio in easier way

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

Triggers
New Activity

Triggers when a new activity is created.
New Company

Triggers when a New Company is created.
New Contact

Triggers when a New Contact is created.
New Deal

Triggers when a new Deal is created.
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

Creates a new activity.
Create Company

Creates a new company.
Create Contact

Creates a New Contact
Create Deal

Creates a new deals.
Update Activity

Updates an existing activity.
Update Company

Updates an existing company.
Update Contact

Updates an existing contact.
Update Deal

Updating an existing deal.
Create Activity Description

Creates a new ActivityDescription.

How Salesmate.io & Clio Integrations Work

Step 1: Choose Salesmate.io 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 Salesmate.io to Clio.

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