Latenode

Clio and Ontraport integration

Automate Clio + Ontraport workflows

Connect Clio and Ontraport to automate legal workflows seamlessly. Sync client data, trigger automated follow-ups, and streamline case management while reducing manual data entry across your practice management and CRM systems.

Free plan availableNo credit cardDeploy in 5 min

Capabilities

Triggers & Actions

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

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 Ontraport

Add Ontraport 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 + Ontraport automation

Choose a trigger and an action to build your workflow.

When this happens in Clio...

...do this in Ontraport

Or

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 Ontraport. 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.

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 more

About Ontraport

Ontraport is a powerful marketing automation and CRM platform designed to help businesses streamline their marketing efforts, manage customer relationships, and automate processes. It features tools for email marketing, lead management, sales automation, and reporting, enabling users to create personalized customer journeys and track engagement effectively. With an intuitive interface, Ontraport allows users to manage their campaigns, segments, and workflows all in one place, enhancing overall efficiency and productivity.

Learn more

Start automating Clio + Ontraport today

Join 14,000+ teams who use Latenode to build powerful, reliable automations — without writing a line of code.

Free plan · No credit card · 5-minute setup