Clio and Salesmate integration
Automate Clio + Salesmate workflows
Connect Clio and Salesmate to automate case management and sales workflows. Sync client data, trigger follow-ups, and streamline business development—all without manual data entry or custom code.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Salesmate — 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 Salesmate
Add Salesmate 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 + Salesmate automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Salesmate
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Salesmate. 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 Salesmate
Salesmate is a powerful CRM designed to streamline your sales processes and enhance team collaboration. It offers features such as pipeline management, sales automation, and customizable reports to help you track performance and drive growth. With built-in communication tools, including email and call tracking, Salesmate enables you to engage with customers effectively. Additionally, the platform integrates seamlessly with various applications, ensuring that your workflows remain efficient and connected. Explore how Salesmate can empower your sales team to achieve more with less effort.
Learn morePopular Salesmate pairs
Start automating Clio + Salesmate today
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