Salesflare Salesflare Integrations

Clio Manage and Salesflare

clio.com ↗

How to connect Clio Manage

What you can automate

  • When new Contacts in Clio Manage, create a contact in Salesflare.
  • When new Notes in Clio Manage, create an internal note in Salesflare.
  • When new Tasks in Clio Manage, create a task in Salesflare.
  • When new Tasks in Salesflare, create a Task in Clio Manage.

Clio Manage operations on Make

Triggers (9)

Start a workflow when this happens

  • Watch Activities — Triggers when a contact is created, updated or deleted.
  • Watch Bills — Triggers when a bill is created, updated or deleted.
  • Watch Calendar Entries — Triggers when a bill is created, updated or deleted.
  • Watch Communications — Triggers when a communication is created, updated or deleted.
  • Watch Contacts — Triggers when a contact is created, updated or deleted.
Show 4 more triggers
  • Watch Documents — Triggers when a new document is created.
  • Watch Matters — Triggers when a matter is created, updated or deleted.
  • Watch Notes — Triggers when a new note is created.
  • Watch Tasks — Triggers when a task is created, updated or deleted.

Actions (34)

Things Salesflare can make it do

  • Create a Calendar Entry — Creates a new calendar entry.
  • Create a Communication — Creates a new communication.
  • Create a Contact — Creates a new contact.
  • Create a Folder — Creates a new folder.
  • Create a Matter — Creates a new matter.
Show 29 more actions
  • Create a Note — Creates a new note.
  • Create a Task — Creates a new task.
  • Create an Activity — Creates a new activity.
  • Delete a Calendar Entry — Deletes a calendar entry by identificator.
  • Delete a Communication — Deletes a communication by identificator.
  • Delete a Contact — Deletes a contact by identificator.
  • Delete a Folder — Deletes a folder by identificator.
  • Delete a Matter — Deletes a matter by identificator.
  • Delete a Note — Deletes a note by identificator.
  • Delete a Task — Deletes a task by identificator.
  • Delete an Activity — Deletes an activity by identificator.
  • Get a Calendar Entry — Gets an existing calendar entry.
  • Get a Communication — Gets an existing communication.
  • Get a Contact — Gets an existing contact.
  • Get a Folder — Gets an existing folder.
  • Get a Matter — Gets an existing matter.
  • Get a Note — Gets an existing note.
  • Get a Task — Gets an existing task.
  • Get an Activity — Gets an existing activity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Update a Calendar Entry — Updates an existing calendar entry.
  • Update a Communication — Updates an existing communication.
  • Update a Contact — Updates an existing contact.
  • Update a Folder — Update an existing folder.
  • Update a Matter — Updates an existing matter.
  • Update a Note — Updates an existing note.
  • Update a Task — Updates an existing task.
  • Update an Activity — Updates an existing activity.
  • Upload a Document — Creates a new document.

Searches (4)

Look up existing records

  • Search Bills — Searches for bills or lists them all.
  • Search Contacts — Searches for contacts or lists them all.
  • Search Matters — Searches for matters or lists them all.
  • Search Users — Searches for users or lists them all.

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