Trigger
Clio and Smartsheet integration
Automate Clio + Smartsheet workflows
Connect Clio and Smartsheet with powerful automation workflows. Sync legal cases and client data directly to project management sheets, automate task creation, and streamline team collaboration across practice management and work execution platforms.
Free plan availableNo credit cardDeploy in 5 min
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Smartsheet — 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 Smartsheet
Add Smartsheet 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 + Smartsheet automation
Choose a trigger and an action to build your workflow.
When this happens in Clio...
...do this in Smartsheet
Or
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Smartsheet. 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 Smartsheet
Smartsheet is a collaborative work management platform that empowers teams to plan, track, automate, and report on work efficiently. With its intuitive spreadsheet-style interface, users can manage projects, streamline processes, and enhance team collaboration with real-time updates and customizable templates. Key features include task management, Gantt charts, automated workflows, and integration capabilities, making it easy to centralize project data and ensure alignment across teams.
Learn moreStart automating Clio + Smartsheet 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