Clio Salesforce Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio with Salesforce using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Simplify Clio Salesforce Integration with seamless setup
Easily set up Clio Salesforce Integration without coding. Start automating your workflows and Integrate Clio with Salesforce today.
-
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.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Create Activity Description
Creates a new ActivityDescription.
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
-
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.
-
New Account
Triggers the moment a new account is created.
-
New Attachment
Triggers when a new attachment is created.
-
New Case
Triggers whenever a new case is created in your account.
-
New Contact
Triggers upon the creation of a new contact.
-
New Event
Triggers upon the creation of a new event.
-
New Lead
Triggers the moment there is a new lead in your account.
-
New Opportunity
Triggers upon the creation of a new opportunity.
-
New Product
Triggers upon the creation of a new product.
-
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
-
New Task
Triggers whenever a new task is created in your account.
-
Opportunity Stage Change
Triggers whenever the stage of an opportunity is changed.
-
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
-
Create Activity Description
Creates a new ActivityDescription.
-
Create Attachment
Create a new attachment (max 25 mb)
-
Create Contact
Create a new contact.
-
Create Custom Object
Create a new custom object as per your choice.
-
Create Event
Create a new event.
-
Create Lead
Create a new lead.
-
Create Opportunity
Create a new opportunity.
-
Create Record
Creates a record.
-
Update Contact
Update an existing contact.
-
Update Record
Updates a existing record.
How Clio and Salesforce Integrations Work
Follow the steps below to start setting up your Clio integrations using Appy Pie Automate: using Appy Pie Automate:
-
![Steps]()
Step 1: Select Trigger
Choose Clio as the trigger app, select event, authenticate & successfully Test
-
![Steps]()
Step 2: Select Action
After completing the trigger test, select Salesforce as the action app from the list.
-
![Steps]()
Step 3: Authenticate
Connect your Salesforce account & authenticate it.
-
![Steps]()
Step 4: Setup & Test
Select the data you want to send from Clio to Salesforce & your AI Agent is ready!
Popular Templates for Clio and Salesforce Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Attachment to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Event
Create Lead to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Activity in Clio
-
When this happens:
New Activity
-
Then do this:
Create Record
Update Contact in Salesforce when New Activity is created in Clio
-
When this happens:
New Activity
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Activity is created in Clio
-
When this happens:
New Activity
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Activity is created in Clio
-
When this happens:
New Activity
-
Then do this:
Update Record
Create Attachment to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Attachment
Create Contact to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Custom Object
Create Event to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Event
Create Lead to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Opportunity
Create Record to Salesforce from New ActivityDescription in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Create Record
Update Contact in Salesforce when New ActivityDescription is created in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New ActivityDescription is created in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Update Custom Object
Update Record in Salesforce when New ActivityDescription is created in Clio
-
When this happens:
New ActivityDescription
-
Then do this:
Update Record
Create Attachment to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Event
Create Lead to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Bill in Clio
-
When this happens:
New Bill
-
Then do this:
Create Record
Update Contact in Salesforce when New Bill is created in Clio
-
When this happens:
New Bill
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Bill is created in Clio
-
When this happens:
New Bill
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Bill is created in Clio
-
When this happens:
New Bill
-
Then do this:
Update Record
Create Attachment to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Event
Create Lead to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Calendar Entry in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Create Record
Update Contact in Salesforce when New Calendar Entry is created in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Calendar Entry is created in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Calendar Entry is created in Clio
-
When this happens:
New Calendar Entry
-
Then do this:
Update Record
Create Attachment to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Event
Create Lead to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Communication in Clio
-
When this happens:
New Communication
-
Then do this:
Create Record
Update Contact in Salesforce when New Communication is created in Clio
-
When this happens:
New Communication
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Communication is created in Clio
-
When this happens:
New Communication
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Communication is created in Clio
-
When this happens:
New Communication
-
Then do this:
Update Record
Create Attachment to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Event
Create Lead to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Contact in Clio
-
When this happens:
New Contact
-
Then do this:
Create Record
Update Contact in Salesforce when New Contact is created in Clio
-
When this happens:
New Contact
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Contact is created in Clio
-
When this happens:
New Contact
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Contact is created in Clio
-
When this happens:
New Contact
-
Then do this:
Update Record
Create Attachment to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Event
Create Lead to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Document in Clio
-
When this happens:
New Document
-
Then do this:
Create Record
Update Contact in Salesforce when New Document is created in Clio
-
When this happens:
New Document
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Document is created in Clio
-
When this happens:
New Document
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Document is created in Clio
-
When this happens:
New Document
-
Then do this:
Update Record
Create Attachment to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Event
Create Lead to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Expense Category in Clio
-
When this happens:
New Expense Category
-
Then do this:
Create Record
Update Contact in Salesforce when New Expense Category is created in Clio
-
When this happens:
New Expense Category
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Expense Category is created in Clio
-
When this happens:
New Expense Category
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Expense Category is created in Clio
-
When this happens:
New Expense Category
-
Then do this:
Update Record
Create Attachment to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Event
Create Lead to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Folder in Clio
-
When this happens:
New Folder
-
Then do this:
Create Record
Update Contact in Salesforce when New Folder is created in Clio
-
When this happens:
New Folder
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Folder is created in Clio
-
When this happens:
New Folder
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Folder is created in Clio
-
When this happens:
New Folder
-
Then do this:
Update Record
Create Attachment to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Event
Create Lead to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Matter in Clio
-
When this happens:
New Matter
-
Then do this:
Create Record
Update Contact in Salesforce when New Matter is created in Clio
-
When this happens:
New Matter
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Matter is created in Clio
-
When this happens:
New Matter
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Matter is created in Clio
-
When this happens:
New Matter
-
Then do this:
Update Record
Create Attachment to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Attachment
Create Contact to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Contact
Create Custom Object to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Custom Object
Create Event to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Event
Create Lead to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Lead
Create Opportunity to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Opportunity
Create Record to Salesforce from New Task in Clio
-
When this happens:
New Task
-
Then do this:
Create Record
Update Contact in Salesforce when New Task is created in Clio
-
When this happens:
New Task
-
Then do this:
Update Contact
Update Custom Object in Salesforce when New Task is created in Clio
-
When this happens:
New Task
-
Then do this:
Update Custom Object
Update Record in Salesforce when New Task is created in Clio
-
When this happens:
New Task
-
Then do this:
Update Record
Streamline Your Workflow with Appy Pie Automation
Salesforce Alternatives
Looking for the Salesforce Alternatives? Here is the list of top Salesforce Alternatives
-
![Zoho CRM Integration]()
Zoho CRM
-
![Pipedrive Integration]()
Pipedrive
-
![HubSpot CRM Integration]()
HubSpot CRM
-
![Zendesk Integration]()
Zendesk
-
![Alore CRM Integration]()
Alore CRM
-
![amo CRM Integration]()
amo CRM
-
![Dubsado Integration]()
Dubsado
-
![Flexie CRM Integration]()
Flexie CRM
-
![OnePageCRM Integration]()
OnePageCRM
-
![Teamgate Integration]()
Teamgate
-
![ClickUp Integration]()
ClickUp
-
![Keap Integration]()
Keap
Frequently Asked Questions
-
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.
-
Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
-
The integration between Clio and Salesforce is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Clio and Salesforce. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
-
While assessing the security of integrating Clio with Salesforce, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Clio-Salesforce integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Clio and Salesforce integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
All-in-one integration tool for web and mobile apps
Use the most powerful applications integration platform
Get Started Free