Clio

Clio + Process Street Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Process Street, with as many as 84 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Process Street 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 Checklist

Triggers when a new checklist is created.

Create Checklist

Creates a new checklist.

New Task Checked

Triggers when a checklist task is checked off.

Update Checklist

Update an existing checklist.

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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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Process Street is a SaaS platform that lets non-technical teams create powerful, API-driven workflows. The easiest way to document, track, automate and optimize customer-centric processes. We help sales and customer success teams drive revenue and reduce churn.

See Process Street Integrations