Clio

Clio + PipelineDeals Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and PipelineDeals, with as many as 168 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + PipelineDeals 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.

New Deal

Triggers when a new deal is created in your PipelineDeals account.

Update Person

Updates an existing person in your PipelineDeals account.

Moved Deal

Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

Create Person

Creates a new person in your PipelineDeals account.

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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.

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

See PipelineDeals Integrations