Integrate Teamleader with Clio

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

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

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Teamleader Integrations

About Teamleader

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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.

Teamleader + Clio Quick Connects

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

Explore quick connects

Connect Teamleader + Clio in easier way

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

Triggers
Contact Linked To Company

Triggers when a contact is linked to company.
Deal Accepted

Triggers when a deal is accepted.
Invoice Paid

Triggers when an invoice is paid.
New Company

Triggers when a new Company is added.
New Contact

Triggers when a new contact is added.
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 Company

Creates a new company.
Create Contact

Creates a new contact.
Create Deal

Creates a new deal.
Link Contact to Company

Links a contact to a company.
Create Activity Description

Creates a new ActivityDescription.

How Teamleader & Clio Integrations Work

Step 1: Choose Teamleader 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 Teamleader to Clio.

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