Instant Clio
workflow automation
Integrate Clio with your business apps and design interactive workflows in minutes.
So you can instantly automate repetitive work without writing code, save time and boost productivity.
Supercharge your Clio
Automations.io replaces repetitive work with automated workflows that can check in with you for direction when human decisions are required.
Automate your manual work
We integrate your existing apps and automate repetitive work, so you can focus on things that truly matter.
- Connect apps and automate your everyday work
- Build workflows that can request manual approvals
- Document processes as collaborative workflows
- Design multi-step forms with the built-in form builder
- No coding required, automate workflows in minutes
Triggers & Actions
Trigger is an event that starts your automation. Action is what automation will perform.
Triggers
Actions
Matter
When Matter is created, updated or deleted
Activity
When Activity is created, updated or deleted
Bill
When Bill is created, updated or deleted
Calendar Entry
When Calendar Entry is created, updated or deleted
Communication
When Communication is created, updated or deleted
Contact
When Contact is created, updated or deleted
Task
When Task is created, updated or deleted
Document
When Document is created, updated or deleted
Folder
When Folder is created, updated or deleted
Get Matter
Gets an existing matter
Update Matter
Updates an existing matter
Get Contact
Gets an existing contact
Update Contact
Updates an existing contact