Centralize data and automate business processes with Clio Manage integrations
Streamline your business processes by centralizing your Clio Manage data. Boost.space connects to your IT tools and helps aggregate their data into central databases. Data centralization serves as the foundation for easy collaboration across teams, process automation across tools, and data analysis with a complete story.
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Clio Manage Triggers / Actions (47)
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Watch Documents
Triggers when a new document is created.
Watch Notes
Triggers when a new note is created.
Watch Matters
Triggers when a matter is created, updated or deleted.
Watch Activities
Triggers when a contact is created, updated or deleted.
Watch Calendar Entries
Triggers when a bill is created, updated or deleted.
Watch Communications
Triggers when a communication is created, updated or deleted.
Watch Bills
Triggers when a bill is created, updated or deleted.
Watch Contacts
Triggers when a contact is created, updated or deleted.
Watch Tasks
Triggers when a task is created, updated or deleted.
Create a Contact
Creates a new contact.
Update a Matter
Updates an existing matter.
Update a Folder
Update an existing folder.
Update a Note
Updates an existing note.
Delete a Note
Deletes a note by identificator.
Get a Matter
Gets an existing matter.
Get a Task
Gets an existing task.
Get a Note
Gets an existing note.
Delete an Activity
Deletes an activity by identificator.
Upload a Document
Creates a new document.
Create an Activity
Creates a new activity.
Get a Calendar Entry
Gets an existing calendar entry.
Update a Task
Updates an existing task.
Update an Activity
Updates an existing activity.
Update a Contact
Updates an existing contact.
Create a Matter
Creates a new matter.
Create a Folder
Creates a new folder.
Get a Contact
Gets an existing contact.
Update a Communication
Updates an existing communication.
Update a Calendar Entry
Updates an existing calendar entry.
Delete a Communication
Deletes a communication by identificator.
Delete a Calendar Entry
Deletes a calendar entry by identificator.
Create a Communication
Creates a new communication.
Delete a Matter
Deletes a matter by identificator.
Delete a Folder
Deletes a folder by identificator.
Get an Activity
Gets an existing activity.
Create a Task
Creates a new task.
Create a Note
Creates a new note.
Get a Folder
Gets an existing folder.
Create a Calendar Entry
Creates a new calendar entry.
Get a Communication
Gets an existing communication.
Delete a Contact
Deletes a contact by identificator.
Delete a Task
Deletes a task by identificator.
Make an API Call
Performs an arbitrary authorized API call.
Search Contacts
Searches for contacts or lists them all.
Search Users
Searches for users or lists them all.
Search Bills
Searches for bills or lists them all.
Search Matters
Searches for matters or lists them all.
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