How do I set up the Cliengo and Clio integration?

Setting up is simple: Create a new scenario in Latenode, add Cliengo as your trigger, add Clio as your action, authenticate both apps, configure your workflow and deploy.

Is the Cliengo + Clio integration free?

Latenode offers a generous free tier that includes the Cliengo and Clio integration. You can start building workflows at no cost with no credit card required.

Cliengo and Clio integration

Automate Cliengo + Clio workflows

Automate client conversations and case management by connecting Cliengo's AI chatbots with Clio's legal practice software, syncing leads and case data seamlessly to streamline your law firm's workflow.

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Capabilities

Triggers & Actions

Every event and operation available when connecting Cliengo and Clio — from both apps.

Trigger

New Contact

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Trigger

New or Updated Contact

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Trigger

Activities Events (Instant)

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Trigger

Bills Events (Instant)

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Trigger

Calendar Entries Events (Instant)

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Trigger

Communications Events (Instant)

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Cliengo

Authenticate Cliengo in Latenode's Credentials panel. You'll need access to your Cliengo account and permissions to create connections.

Connect Clio

Add Clio credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Cliengo + Clio automation

Choose a trigger and an action to build your workflow.

When this happens in Cliengo...

...do this in Clio

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Cliengo and Clio. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Cliengo

Official website

Cliengo is an AI-powered chatbot solution designed to enhance customer engagement by automating responses on websites and social media channels. With features like real-time lead capture, personalized interactions, and seamless integration with CRM systems, Cliengo helps businesses improve customer service efficiency and drive conversions. Its easy setup and user-friendly interface make it accessible for companies looking to streamline their communication processes and boost online presence.

AI Agents

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Popular Cliengo pairs

Cliengo + Google sheets

About Clio

Official website

Clio is a cloud-based legal practice management software designed to streamline the operations of law firms. It provides tools for case management, document management, time tracking, billing, and client collaboration. With Clio, users can organize their cases, automate billing processes, and enhance client communication, all from one intuitive platform. The software integrates with various applications, allowing legal professionals to optimize their workflow and focus on providing exceptional service to their clients.

CRM

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