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 Modules (47)
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Watch Documents
Triggers when a new document is created.
Watch Notes
Triggers when a new note is created.
Watch Activities
Triggers when a contact is created, updated or deleted.
Watch Bills
Triggers when a bill 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 Contacts
Triggers when a contact is created, updated or deleted.
Watch Matters
Triggers when a matter is created, updated or deleted.
Watch Tasks
Triggers when a task is created, updated or deleted.
Update a Task
Updates an existing task.
Update a Note
Updates an existing note.
Update a Matter
Updates an existing matter.
Update a Folder
Update an existing folder.
Update a Contact
Updates an existing contact.
Update a Communication
Updates an existing communication.
Update a Calendar Entry
Updates an existing calendar entry.
Update an Activity
Updates an existing activity.
Get a Task
Gets an existing task.
Get a Note
Gets an existing note.
Get a Matter
Gets an existing matter.
Get a Folder
Gets an existing folder.
Get a Contact
Gets an existing contact.
Get a Communication
Gets an existing communication.
Get a Calendar Entry
Gets an existing calendar entry.
Get an Activity
Gets an existing activity.
Delete a Task
Deletes a task by identificator.
Delete a Note
Deletes a note by identificator.
Delete a Matter
Deletes a matter by identificator.
Delete a Folder
Deletes a folder by identificator.
Delete a Contact
Deletes a contact by identificator.
Delete a Communication
Deletes a communication by identificator.
Delete a Calendar Entry
Deletes a calendar entry by identificator.
Delete an Activity
Deletes an activity by identificator.
Create a Task
Creates a new task.
Create a Note
Creates a new note.
Create a Matter
Creates a new matter.
Create a Folder
Creates a new folder.
Upload a Document
Creates a new document.
Create a Contact
Creates a new contact.
Create a Communication
Creates a new communication.
Create a Calendar Entry
Creates a new calendar entry.
Create an Activity
Creates a new activity.
Make an API Call
Performs an arbitrary authorized API call.
Search Bills
Searches for bills or lists them all.
Search Contacts
Searches for contacts or lists them all.
Search Matters
Searches for matters or lists them all.
Search Users
Searches for users or lists them all.
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