What can I automate with the Clio integration?

Read Clio Manage contacts, matters, tasks, notes and calendars, and manage contacts, tasks and notes. Lodol supports 20 actions and 12 triggers for Clio, which you can combine with any other app in a workflow.

How do I connect Clio to Lodol?

Connect Clio once in your workspace and every action and trigger it supports can be added to a workflow, by you in the editor or by your AI.

All integrationsCRM & Contacts

Clio

Read Clio Manage contacts, matters, tasks, notes and calendars, and manage contacts, tasks and notes.

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actions: 20
triggers: 12

Triggers

Start a workflow when something happens in Clio.

New contactNew contact in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated contactNew or updated contact in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New matterNew matter in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated matterNew or updated matter in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New taskNew task in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated taskNew or updated task in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New contact noteNew contact note in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated contact noteNew or updated contact note in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New calendar entryNew calendar entry in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated calendar entryNew or updated calendar entry in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New userNew user in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.
New or updated userNew or updated user in Clio. Polls complete lists after an initial baseline and resumes after restart. Scans over 4,000 records stop without advancing the saved place.

Actions

Steps a workflow can run in Clio.

Filter Clio actions

List contactsList contacts. Returns one page; use the continuation value for more records.
Get contactGet contact.
List mattersList matters. Returns one page; use the continuation value for more records.
Get matterGet matter.
List tasksList tasks. Returns one page; use the continuation value for more records.
Get taskGet task.
List notesList notes. Returns one page; use the continuation value for more records.
Get noteGet note.
List calendar entriesList calendar entries. Returns one page; use the continuation value for more records.
Get calendar entryGet calendar entry.
List usersList users. Returns one page; use the continuation value for more records.
Create contactCreate contact.
Update contactUpdate contact.
Create taskCreate task.
Update taskUpdate task.
Create noteCreate note.
Update noteUpdate note.
Delete contactDelete contact.
Delete taskDelete task.
Delete noteDelete a note by ID.