How do I set up the Clio and Totango integration?

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

Is the Clio + Totango integration free?

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

Clio and Totango integration

Automate Clio + Totango workflows

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

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Capabilities

Triggers & Actions

Every event and operation available when connecting Clio and Totango — 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 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.

FAQ

Common questions

Can't find what you need? Contact support →

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

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 Totango

Official website

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.

Help Desk & Support

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