Connect Apollo and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Account Created
New Contact
Contact Is Updated
Choose an Action
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Ready to use Apollo and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account Created
Runs when a new account is created in Apollo.
New Contact
Runs when a new contact is created in Apollo.
Contact Is Updated
Runs when an existing contact is updated.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Creates a new account in Apollo using the details you provide.
Create Contact
Creates a new contact in your team's Apollo account.
Create Deal
Creates a new deal in your Apollo account.
Create Task
Create a task in Apollo for a contact and assign it to a user with the chosen due date, title, note, priority, and status.
Update Account
Updates an existing Apollo account with the provided account details and owner.
Find Contacts
Search for contacts by name, job title, company, or email and return matching contact information.
Know More About Apollo and Clio Integrations
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Step by step guides to integrate Apollo and Clio
Frequently Asked Questions
To start, connect both your Apollo and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in Clio (or vice versa).
Absolutely. You can customize how Apollo data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between Apollo and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Apollo and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
