Trigger
Clio and Instantly integration
Automate Clio + Instantly workflows
Automate your legal practice with Clio and Instantly: sync client data, trigger personalized email campaigns from case events, and streamline client outreach workflows without manual data entry.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Instantly — from both apps.
Trigger
Bills Events (Instant)
Trigger
Calendar Entries Events (Instant)
Trigger
Communications Events (Instant)
Trigger
Contacts Events (Instant)
Trigger
Documents Events (Instant)
Setup
Connect both apps in 3 steps
No developer needed. From credentials to live workflow in under 10 minutes.
01
Connect Clio
Authenticate Clio in Latenode's Credentials panel. You'll need access to your Clio account and permissions to create connections.
02
Connect Instantly
Add Instantly credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.
03
Build and go live
Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.
Build your Clio + Instantly automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Instantly
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Instantly. 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 Instantly
Instantly is a powerful automation tool designed to enhance outreach efforts by streamlining email sending and tracking. With its user-friendly interface, users can easily create personalized email sequences, manage responses, and analyze engagement metrics, all from one centralized platform. Instantly integrates seamlessly with various CRM systems, enabling teams to optimize their communication strategies and improve lead conversion rates effectively.
Learn moreStart automating Clio + Instantly today
Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.
Get started freeFree plan · No credit card · 5-minute setup