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  • Clio logoClio logo

Basecamp 3 + Clio Integrations

How to connect Basecamp 3 + Clio

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  • Basecamp 3 triggers, actions, and search
    New Account
    Triggers when a new basecamp account is created.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Activity
    Triggers when any activity happens in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Comment
    Triggers when a new comment is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Document
    Triggers when a new document is created in a folder.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Message
    Triggers when a new message is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3 triggers, actions, and search
    New Person
    Triggers when a new person is available in the account.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Project
    Triggers when a new project is created.
    Trigger
    Scheduled
  • Basecamp 3 triggers, actions, and search
    New Schedule Entry
    Triggers when a new schedule entry is created in a basecamp.
    Trigger
    Instant
  • Basecamp 3

    Triggers when a new to-do list is created in a basecamp.

    Instant

    Trigger

  • Basecamp 3

    Triggers when a new to-do is created in a basecamp.

    Instant

    Trigger

  • Basecamp 3

    Triggered when a new upload is added.

    Scheduled

    Trigger

  • Basecamp 3

    Creates a Campfire message.

    Scheduled

    Action

  • Basecamp 3

    Creates a new document in a folder.

    Scheduled

    Action

  • Basecamp 3

    Creates a new message in a message board.

    Scheduled

    Action

  • Basecamp 3

    Creates a new comment in a message.

    Scheduled

    Action

  • Basecamp 3

    Adds or creates a new person to an existing project.

    Scheduled

    Action

  • Basecamp 3

    Creates a new project.

    Scheduled

    Action

  • Basecamp 3

    Creates a new project using a template.

    Scheduled

    Action

  • Basecamp 3

    Creates a new schedule entry in a schedule.

    Scheduled

    Action

  • Basecamp 3

    Creates a new to-do in a to-do list.

    Scheduled

    Action

  • Basecamp 3

    Creates a new to-do list in a to-do set.

    Scheduled

    Action

  • Basecamp 3

    Uploads a new file in a folder.

    Scheduled

    Action

  • Basecamp 3

    Finds a document by name.

    Scheduled

    Action

  • Basecamp 3

    Finds a person by name or email.

    Scheduled

    Action

  • Basecamp 3

    Finds a project by name.

    Scheduled

    Action

  • Basecamp 3

    Finds a to-do list by name.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific document.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific project.

    Scheduled

    Action

  • Basecamp 3

    Finds or creates a specific todo list.

    Scheduled

    Action

  • Clio

    Triggers when a new activity is created.

    Instant

    Trigger

  • Clio

    Triggers when a new bill is created.

    Instant

    Trigger

  • Clio

    Triggers when the state of a bill has changed.

    Instant

    Trigger

  • Clio

    Triggers when a new calendar entry is created.

    Instant

    Trigger

  • Clio

    Triggers when a new communication is created.

    Instant

    Trigger

  • Clio

    Triggers when a new contact is created.

    Instant

    Trigger

  • Clio

    Triggers when a new document is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new matter is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a matter has changed.

    Instant

    Trigger

  • Clio

    Triggers when a new matter note is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new task is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a task has changed.

    Instant

    Trigger

  • Clio

    Assign a Task Template List.

    Scheduled

    Action

  • Clio

    Updates an existing company contact.

    Scheduled

    Action

  • Clio

    Creates a new calendar entry.

    Scheduled

    Action

  • Clio

    Creates a new communication.

    Scheduled

    Action

  • Clio

    Creates a company contact.

    Scheduled

    Action

  • Clio

    Creates a new expense entry.

    Scheduled

    Action

  • Clio

    Creates a new folder in a matter.

    Scheduled

    Action

  • Clio

    Creates a new matter.

    Scheduled

    Action

  • Clio

    Creates a new matter note.

    Scheduled

    Action

  • Clio

    Creates a person contact.

    Scheduled

    Action

  • Clio

    Creates a new task.

    Scheduled

    Action

  • Clio

    Creates a new time entry.

    Scheduled

    Action

  • Clio

    Updates an existing person contact.

    Scheduled

    Action

  • Clio

    Update an existing matter.

    Scheduled

    Action

  • Clio

    Updates a task.

    Scheduled

    Action

  • Clio

    Upload document to matter.

    Scheduled

    Action

  • Clio

    Finds a Bill by Client ID, Matter ID or Invoice number.

    Scheduled

    Action

  • Clio

    Find a Company Contact, by name, email or phone number.

    Scheduled

    Action

  • Clio

    Find newest contact by custom field.

    Scheduled

    Action

  • Clio

    Find a matter by number, display number, description, or client name.

    Scheduled

    Action

  • Clio

    Find newest matter by client email.

    Scheduled

    Action

  • Clio

    Find newest matter by custom field.

    Scheduled

    Action

  • Clio

    Find a person contact by first name, last name, email or phone number.

    Scheduled

    Action

  • Clio

    Find a user by name.

    Scheduled

    Action

  • Clio

    Find or Create Company Contact

    Scheduled

    Action

  • Clio

    Find or Create a Matter

    Scheduled

    Action

  • Clio

    Find or Create Person Contact

    Scheduled

    Action

How Basecamp 3 + Clio Integrations Work

  1. Step 1: Authenticate Basecamp 3 and Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Basecamp 3 Tutorials

basecamp3 logo
basecamp3 logo

About Basecamp 3

Basecamp’s unique blend of tools is everything any team needs to stay on the same page about whatever they’re working on.
Learn more

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About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

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