Clio

Clio + Infusionsoft by Keap Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Infusionsoft by Keap, with as many as 351 possible integrations. Are you ready to find your productivity superpowers?

Premium
Infusionsoft by Keap is a Premium integration on Zapier.

It's easy to connect Clio + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
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.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

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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.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations