Connect Clio and Sage Sales Management
Integrate Clio with Sage Sales Management to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Sage-sales-management when New Matter Created in Clio
Create Activity in Sage-sales-management when New Matter Created in Clio
Create Contact in Sage-sales-management when New Matter Created in Clio
Create Calendar Item in ForceManager when New Matter Created in Clio
Create Opportunity in Sage-sales-management when New Matter Created in Clio
Popular Clio + Sage Sales Management flows
Start from a real workflow other teams are already running.
Choose a trigger
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an action
Sage Sales Management
Automatically do this!
Create Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Create Account in Sage-sales-management when New Matter Created in Clio
Use this flowCreate Activity in Sage-sales-management when New Matter Created in Clio
Use this flowCreate Contact in Sage-sales-management when New Matter Created in Clio
Use this flowCreate Calendar Item in ForceManager when New Matter Created in Clio
Use this flowCreate Opportunity in Sage-sales-management when New Matter Created in Clio
Use this flowCreate Sales Order in Sage-sales-management when New Matter Created in Clio
Use this flowFind Account in Sage Sales Management when New Matter Created in Clio
Use this flowList Users from Sage Sales Management when New Matter Created in Clio
Use this flowList Roles from Sage Sales Management when New Matter Created in Clio
Use this flowList Accounts from Sage Sales Management when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and Sage Sales Management.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Sage Sales Management accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Sage Sales Management as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sage Sales Management. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Sage Sales Management, and a separate workflow where Sage Sales Management triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Sage Sales Management. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Sage Sales Management integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
