How do I set up the Clio and Instantly integration?

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

Is the Clio + Instantly integration free?

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

Clio and Instantly integration

Automate Clio + Instantly workflows

Connect Clio and Instantly to build powerful automations — sync data, route events, and orchestrate workflows — without code.

Free plan availableNo credit cardDeploy in 5 min

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Capabilities

Triggers & Actions

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

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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Trigger

Contacts Events (Instant)

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Trigger

Documents 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 Clio

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

Connect Instantly

Add Instantly 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 + Instantly automation

Choose a trigger and an action to build your workflow.

When this happens in Clio...

...do this in Instantly

Or the other way around

When this happens in Instantly...

...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 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

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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Popular Clio pairs

Clio + Twitch Clio + QuickBooks Clio + Google docs Clio + Zoom Clio + HubSpot Clio + Github Clio + AI Agent Clio + Salesforce Clio + Calendly Clio + YouTube Clio + Google drive Clio + Jira Clio + Spotify Clio + Gmail

About Instantly

Official website

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.

Sales Outreach

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