Clio and Totango integration
Automate Clio + Totango workflows
Connect Clio and Totango with powerful automation workflows to sync client data, automate customer success interactions, and streamline practice management across your legal operations.
Capabilities
Triggers & Actions
Every event and operation available when connecting Clio and Totango — 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 Totango
Add Totango 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 + Totango automation
Choose a trigger and an action to build your workflow.
When this happens in Totango...
...do this in Clio
Describe your automation — press Build to open it in the editor.
Yes! Latenode provides a native integration between Clio and Totango. 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 Totango
Totango is a customer success platform that helps businesses improve customer engagement and retention through data-driven insights. By consolidating customer data, Totango enables teams to track user behavior, identify high-risk accounts, and automate customer outreach. With customizable dashboards and automated workflows, it allows for proactive account management and fosters stronger customer relationships. Totango's intuitive interface supports effective onboarding and enhances the overall customer experience to drive long-term success.
Learn morePopular Totango pairs
Start automating Clio + Totango today
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