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Clio Manage integrations

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.

Integrate Clio Manage with thousands of other apps in a few clicks.

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Centralize data in Boost.Space with Clio Manage integration Centralize data using ActiveCampaign integration, WooCommerce integration, Asana integration, Slack integration, Clio Manage integration, Clio Manage integration and 1100+ more!
Clio Manage Triggers / Actions

Get a head start with our Clio Manage integration templates or create your own

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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