Connect Perfex CRM and Clio
Integrate Perfex CRM with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Perfex CRM + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Perfex CRM
When this happens...
New Contract
New Customer
New Lead
New Project
New Task
New Ticket
New Proposal
New Estimate
New Invoice
Choose an action
Clio
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
Create or Update Task in Clio when New Contract in Perfexcrm
Use this flowUpdate Person Contact in Clio when New Contract in Perfexcrm
Use this flowCreate Matter Note in Clio when New Contract in Perfexcrm
Use this flowCreate Company Contact in Clio when New Contract in Perfexcrm
Use this flowCreate Calendar Entry in Clio when New Contract in Perfexcrm
Use this flowCreate New Folder in Clio when New Contract in Perfexcrm
Use this flowFind Or Create Matter in Clio when New Contract in Perfexcrm
Use this flowCreate Contact in Clio when New Contract in Perfexcrm
Use this flowCreate Matter in Clio when New Contract in Perfexcrm
Use this flowUpdate Matter in Clio when New Contract in Perfexcrm
Use this flowSupported Triggers & Actions
Everything you can automate between Perfex CRM and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contract
Triggers when a new contract is created
New Customer
Triggers when a new customer is added
New Lead
Triggers when a new lead is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
Do thisActions
Action is the task that follows automatically within your Perfex CRM integrations.
Create Lead
Creates a new lead
Create Contract
Creates a contract in the system
Create Customer
Creates a new customer
Create Estimate
Creates a estimate in the system
Create Project
Creates a project in the system
Create Proposal
Creates a new proposal in the system
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 Perfex CRM
Perfex CRM is a customer relationship management software designed to help businesses manage their interactions with current and potential customers. It offers features such as client management, project management, invoicing, and support ticketing, making it ideal for small to medium-sized businesses looking to streamline their operations and improve customer engagement.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Perfex CRM and Clio 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 Perfex CRM and Clio 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 Clio. No coding required.
Yes. You can set up a workflow where Perfex CRM triggers actions in Clio, and a separate workflow where Clio triggers actions in Perfex CRM. 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 Perfex CRM and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Perfex CRM and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
