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  • Clio logoClio logo

Endorsal + Clio Integrations

How to connect Endorsal + Clio

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  • Endorsal triggers, actions, and search
    New Testimonial Submission
    Triggers when a new testimonial is submitted to your property.
    Trigger
    Scheduled
  • Endorsal triggers, actions, and search
    Create a New Contact
    Creates a new contact to send a testimonial request to.
    Action
    Write
  • Endorsal triggers, actions, and search
    Create a SuperLink
    Create a unique SuperLink based customer data of your choice.
    Action
    Write
  • Endorsal triggers, actions, and search
    Submit a New Testimonial
    Automatically submit a new testimonial to Endorsal.
    Action
    Write
  • Clio triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Bill
    Triggers when a new bill is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    Bill State Updated
    Triggers when the state of a bill has changed.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Calendar Entry
    Triggers when a new calendar entry is created.
    Trigger
    Instant
  • Clio

    Triggers when a new communication is created.

    Instant

    Trigger

  • Clio

    Triggers when a new contact is created.

    Instant

    Trigger

  • Clio

    Triggers when a new document is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new matter is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a matter has changed.

    Instant

    Trigger

  • Clio

    Triggers when a new matter note is created.

    Scheduled

    Trigger

  • Clio

    Triggers when a new task is created.

    Instant

    Trigger

  • Clio

    Triggers when the status of a task has changed.

    Instant

    Trigger

  • Clio

    Assign a Task Template List.

    Scheduled

    Action

  • Clio

    Updates an existing company contact.

    Scheduled

    Action

  • Clio

    Creates a new calendar entry.

    Scheduled

    Action

  • Clio

    Creates a new communication.

    Scheduled

    Action

  • Clio

    Creates a company contact.

    Scheduled

    Action

  • Clio

    Creates a new expense entry.

    Scheduled

    Action

  • Clio

    Creates a new folder in a matter.

    Scheduled

    Action

  • Clio

    Creates a new matter.

    Scheduled

    Action

  • Clio

    Creates a new matter note.

    Scheduled

    Action

  • Clio

    Creates a person contact.

    Scheduled

    Action

  • Clio

    Creates a new task.

    Scheduled

    Action

  • Clio

    Creates a new time entry.

    Scheduled

    Action

  • Clio

    Updates an existing person contact.

    Scheduled

    Action

  • Clio

    Update an existing matter.

    Scheduled

    Action

  • Clio

    Updates a task.

    Scheduled

    Action

  • Clio

    Upload document to matter.

    Scheduled

    Action

  • Clio

    Finds a Bill by Client ID, Matter ID or Invoice number.

    Scheduled

    Action

  • Clio

    Find a Company Contact, by name, email or phone number.

    Scheduled

    Action

  • Clio

    Find newest contact by custom field.

    Scheduled

    Action

  • Clio

    Find a matter by number, display number, description, or client name.

    Scheduled

    Action

  • Clio

    Find newest matter by client email.

    Scheduled

    Action

  • Clio

    Find newest matter by custom field.

    Scheduled

    Action

  • Clio

    Find a person contact by first name, last name, email or phone number.

    Scheduled

    Action

  • Clio

    Find a user by name.

    Scheduled

    Action

  • Clio

    Find or Create Company Contact

    Scheduled

    Action

  • Clio

    Find or Create a Matter

    Scheduled

    Action

  • Clio

    Find or Create Person Contact

    Scheduled

    Action

How Endorsal + Clio Integrations Work

  1. Step 1: Authenticate Endorsal and Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
endorsal logo
endorsal logo

About Endorsal

Endorsal fully automates the collection and display of testimonials & reviews, boosting social proof on autopilot.

Related categories

clio logo
clio logo

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.
Learn more

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