Clio

Clio + Act-On Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Act-On, with as many as 54 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Act-On and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Form Submission

Triggers when a form is submitted.

Create Form Submission

Creates a new form submission.

New Document

Triggers when a new document is created.

Add Contact to List

Adds a contact to a specific list.

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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.

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Act-On's Marketing Automation platform gives fast-growing businesses the power to do brand marketing, demand generation, and customer marketing, all within an integrated workspace.

See Act-On Integrations