Clio

Clio + Proposify Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Proposify, with as many as 144 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Proposify 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.

Proposal Won

Triggers when a proposal is accepted by a client.

Create Client

Creates a new client.

Client Commented on a Proposal

Triggers when a client has left a comment on the client view.

Create Proposal

Creates a new proposal.

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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.

Streamline your proposals in the cloud with designer-friendly proposal software.

See Proposify Integrations