Clio and Contacts+ integration
Automate Clio + Contacts+ workflows
Automate your legal practice with Clio and Contacts integration. Sync client information instantly, streamline contact management, and eliminate manual data entry to keep your case management and communication workflows seamlessly connected.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Contacts+ — from both apps.
Bills Events (Instant)
Calendar Entries Events (Instant)
Communications Events (Instant)
Contacts Events (Instant)
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
Connect Contacts+
Add Contacts+ 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 Clio + Contacts+ automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Contacts+
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Contacts+. 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 Clio
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.
Learn moreAbout Contacts+
Contacts+ is a powerful contact management tool that helps you organize and enrich your contact information seamlessly. With features like automated contact syncing, customizable tags, and advanced search capabilities, it allows you to easily manage personal and professional connections across multiple platforms. The intuitive interface enables users to quickly access and update contact details, ensuring you always have up-to-date information at your fingertips. Whether you're on desktop or mobile, Contacts+ simplifies the way you connect and communicate effectively.
Learn moreStart automating Clio + Contacts+ today
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