Clio - Canada

Integrate Clio - Canada with 2800+ apps and services

Supercharge your Clio - Canada by connecting with over 2800 apps. Harness AI-powered automation to build smart workflows that streamline legal processes and enhance your business efficiency.

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Explore Triggers and Actions

Bill State Updated (Instant)

Trigger new event when the state of a bill has changed in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

New Activity (Instant)

Trigger new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

New Document (Instant)

Trigger new event when a new document is created. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

Create New Matter

Creates a new matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#index)

Update Matter

Updates an existing matter in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Matters/operation/Matter#update)

Create New Task

Creates a new task in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Tasks/operation/Task#index)

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Frequently asked questions

How to set up Clio - Canada integration in Ayudo?

Begin by selecting Clio - Canada in Ayudo. Authenticate using your Clio API credentials, then create workflows by choosing triggers and actions among 2800+ apps.

What are the required permissions or API keys?

You need your Clio API key, which you can find in your Clio account settings under 'API Access'. Ensure you have admin permissions to generate these keys.

Combining Clio - Canada with other apps?

Integrate Clio - Canada with Google Workspace for calendar sync or Dropbox for file management. Create multi-step workflows to automate client onboarding with Mailchimp and Slack notifications.

What are common use cases for Clio - Canada integrations?

Automate client intake forms, sync case updates with team calendars, manage email campaigns, and streamline document storage.

What are Ayudo's pricing benefits?

Ayudo offers flexible usage-based pricing, ensuring you only pay for what you use, unlike traditional per-seat models. Scale as your business grows.

Integrate Clio - Canada with 2800+ apps and services

Explore Triggers and Actions

How it works

Popular App Usecases

About Clio - Canada

Clio - Canada

Integrates With

Frequently asked questions

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