Clio + ConvergeHub

Clio + ConvergeHub integrations

Create ConvergeHub module entries for new Clio contacts

Effortlessly keep your Clio and ConvergeHub contact lists in sync with this powerful integration. Whenever a new contact is added in Clio, this workflow will create a corresponding module entry in ConvergeHub, ensuring your data stays up-to-date across both platforms. Say goodbye to manual data entry and enjoy streamlined contact management.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create Module EntryCreate a new entry in the module
ActionWrite

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More things you can do with Clio and ConvergeHub

Discover other triggers and actions you can use with Clio and ConvergeHub

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
New Invoice
Triggers when a new Invoice is created
Trigger
Polling
Try It
New Contact
Triggers when you add a new contact.
Trigger
Polling
Try It
New Event
Triggers when you add a new event.
Trigger
Polling
Try It
New Target
Triggers when you add a new target.
Trigger
Polling
Try It
- Name
  Required
- Account Type
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Billing Address Street
- Billing Address Street 2
- Billing Address City
- Billing Address State
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street
- Shipping Address Street 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postal Code
- Shipping Address Country
Action
Write
- Type
- Name
  Required
- Location
- Priority
- Start Date
- End Date
- Status
- Description
Action
Write
- Module Name
  Required
Action
Write
- Salutation
- First Name
- Last Name
- Description
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Product Id
  Required
- Quantity
  Required
- Rate
  Required
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub Total
  Required
- Grand Total
  Required
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Account
Triggers when you add a new account.
Trigger
Polling
Try It
- Module Name
  Required
Trigger
Polling
Try It
New Lead
Triggers when you add a new lead.
Trigger
Polling
Try It
New Quotes
Triggers when new quotes created.
Trigger
Polling
Try It
- Salutation
- First Name
- Last Name
- Description
- Lead Source
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- API Key
  Required
- API Secret
  Required
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
- Custom Field
- Reference Id
- Reference Name
- ConvergeHub Unique Id
- Assigned To
- Comments
Action
Write
- Product Id
  Required
- Quantity
  Required
- Rate
  Required
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub Total
  Required
- Grand Total
  Required
Action
Write
- API Key
  Required
- API Secret
  Required
- Module Name
  Required
- Reference Name
  Required
- Reference Id
  Required
Action
Search

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.

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CRM (Customer Relationship Management)

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About ConvergeHub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.