Aircall + Clio Integration

Integrate Aircall to Clio in one click, or tell Integrately AI how you want each call handled. Log calls, create client matters, update records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Aircall
    Call is created in Aircall Instant
  • Aircall
    Call is ended in Aircall Instant
  • Aircall
    Call is tagged in Aircall Instant
  • Aircall
    Call started ringing on agents phone in Aircall Instant
  • Aircall
    Call is answered in Aircall Instant
  • Aircall
    Call is commented in Aircall Instant
  • Aircall
    Call is hungup in Aircall Instant
  • Aircall
    Call is assigned to agent in Aircall Instant
  • Aircall
    Call is declined by agent in Aircall Instant
  • Aircall
    Call is transferred in Aircall Instant
  • Aircall
    Call is archived in Aircall Instant
  • Aircall
    Call is untagged in Aircall Instant
  • Aircall
    Contact is created in Aircall Instant
  • Aircall
    Contact is updated in Aircall Instant
  • Aircall
    Contact is deleted in Aircall Instant
  • Aircall
    User is created in Aircall Instant
  • Aircall
    User is connected in Aircall Instant
  • Aircall
    User is deleted in Aircall Instant
  • Aircall
    User is disconnected in Aircall Instant
  • Aircall
    Number is created in Aircall Instant
  • Aircall
    Number is opened in Aircall Instant
  • Aircall
    Number is deleted in Aircall Instant
  • Aircall
    Number is closed in Aircall Instant
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Aircall
    Update contact in Aircall
  • Aircall
    Add phone number to contact in Aircall
  • Aircall
    Add email to contact in Aircall
  • Aircall
    Search contact in Aircall
  • Aircall
    Create contact in Aircall
  • Aircall
    Search call in Aircall
  • Aircall
    Tag a call in Aircall
  • Aircall
    Add comment to call in Aircall
  • Aircall
    Pause call recording in Aircall
  • Aircall
    Resume call recording in Aircall
  • Aircall
    Delete call recording in Aircall
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Aircall + Clio Integration

Capture incoming calls, create client matters, keep activity logs updated, alert your team, and send follow-ups, all in just one click.

  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Aircall + Clio flow

Connect Google Calendar, Microsoft Outlook, Slack, QuickBooks Online, DocuSign, or Asana to extend your communication and practice management workflow. Pick a combination and activate it in one click.

Aircall
Clio
+
Google CalendarGoogle Calendar (6)
+
Microsoft OutlookMicrosoft Outlook (6)
+
SlackSlack (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
DocuSignDocuSign (6)
+
AsanaAsana (6)
A
C
G
Create a Clio matter from every new Aircall call and schedule a follow-up meeting in Google Calendar
Every Aircall call creates a Clio matter and schedules a Google Calendar follow-up automatically. No manual scheduling, no missed client meetings.
C
A
G
When a Clio matter is created, log a call note in Aircall and add a reminder in Google Calendar
New Clio matters automatically log communication notes in Aircall and set calendar reminders in Google Calendar.
C
C
G
When a Clio task status updates, update the matching Clio matter and reschedule the event in Google Calendar
Clio task updates synchronize matter notes and reschedule Google Calendar events automatically.
C
A
G
Create a Google Calendar meeting for every new Clio client contact, and search for the related call in Aircall
New Clio client contacts automatically trigger a Google Calendar intake meeting and search matching Aircall records.
C
G
A
If a Clio matter is marked urgent, schedule a priority calendar entry in Google Calendar and log the update in Aircall
Urgent Clio matters automatically schedule priority Google Calendar events and log call updates in Aircall.
A
C
G
Use Claude to summarize call notes from Aircall, create a Clio matter, and schedule a review meeting in Google Calendar
Claude summarizes Aircall call notes, creates a Clio matter, and schedules a review meeting in Google Calendar.

Supported triggers and actions for Aircall and Clio

Mix and match to build the exact automation you need

Aircall
Aircall Triggers & Actions
Instant
Call is created in Aircall
Triggers the automation when a new call is made
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Instant
Call is ended in Aircall
Triggers the automation when a call has ended
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Instant
Call is tagged in Aircall
Triggers the automation when a call is made
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Instant
Call started ringing on agents phone in Aircall
Triggers the automation when call details are modified
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Instant
Call is answered in Aircall
Triggers the automation when a call is picked up
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Instant
Call is commented in Aircall
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Instant
Call is hungup in Aircall
Triggers the automation when a call is disconnected abruptly
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Instant
Call is assigned to agent in Aircall
Triggers the automation when a call is assigned to an agent
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Instant
Call is declined by agent in Aircall
Triggers the automation when a call is declined by an agent
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Instant
Call is transferred in Aircall
Triggers the automation when a call is transferred
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Instant
Call is archived in Aircall
Triggers the automation when a call is archived
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Instant
Call is untagged in Aircall
Triggers the automation when a call action is performed
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Instant
Contact is created in Aircall
Triggers the automation when a new contact is created
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Instant
Contact is updated in Aircall
Triggers the automation when a contact is updated
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Instant
Contact is deleted in Aircall
Triggers the automation when a contact is removed from the particular list
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Instant
User is created in Aircall
Triggers the automation when a new user is created
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Instant
User is connected in Aircall
Triggers the automation when the user is connected to a service
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Instant
User is deleted in Aircall
Triggers the automation when a user is deleted
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Instant
User is disconnected in Aircall
Triggers the automation when the user is disconnected
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Instant
Number is created in Aircall
Triggers the automation when a particular number becomes available
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Instant
Number is opened in Aircall
Triggers the automation when a particular number is opened or viewed
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Instant
Number is deleted in Aircall
Triggers the automation when a number is deleted
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Instant
Number is closed in Aircall
Triggers the automation when a particular number becomes unavailable
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Update contact in Aircall
Updates the specified contact in the database
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Add phone number to contact in Aircall
Adds phone number to specified contact in the database
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Add email to contact in Aircall
Adds email to specified contact in the database
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Search contact in Aircall
Searches the contact
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Create contact in Aircall
Adds a new contact to the database
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Search call in Aircall
Searches for a call
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Tag a call in Aircall
Tags a call
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Add comment to call in Aircall
Adds comments to a call
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Pause call recording in Aircall
Pauses call recording
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Resume call recording in Aircall
Resumes call recording
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Delete call recording in Aircall
Deletes recorded phone conversations
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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What can you automate with Aircall + Clio?

Streamline your legal workflows from initial client calls to matter management and billing.

What you can automate?
📞
Create a Clio matter from every new Aircall call
Automatically convert incoming client calls into structured Clio matters the moment a conversation begins. Eliminate manual transcription and ensure every client inquiry is tracked.
📋
Capture every caller detail and custom field
Map phone numbers, caller tags, agent notes, and custom contact fields straight from Aircall into Clio. Keep your client profiles rich and complete.
🔔
Alert the right legal team member instantly
Trigger instant notifications in Slack or email whenever a VIP client calls or a critical matter is updated in Clio, ensuring immediate follow-up.
🔀
Route matters based on call tags and categories
Send corporate inquiries to corporate attorneys and family law calls to family partners based on specific call tags applied during the conversation.
🔄
Keep Clio matter statuses synchronized with call activities
Update active matter notes, activity logs, and timelines automatically as new calls are completed and tagged in Aircall.
Search, add, or update client contacts intelligently
Check if a contact already exists in Clio before creating a new one. Update existing client records with new phone numbers and call histories cleanly.
💳
Manage matter updates when billing states change
Trigger follow-up tasks in Clio or log closing communication notes in Aircall whenever a bill state or matter status updates.
💬
Extend your legal workflow to Slack or Asana
Pass completed Aircall call details and Clio matter updates straight into Asana for task assignment or Slack for team announcements.
And much more...

Who is Aircall + Clio integration for?

Legal professionals, practice managers, and client support teams eliminate manual data entry, streamline client intake, and keep communication records completely synchronized.

Legal Operations Managers
Legal Operations Managers
Managing Partners
Managing Partners
Client Relations Coordinators
Client Relations Coordinators
Intake Specialists
Intake Specialists
Associate Attorneys
Associate Attorneys
Compliance Officers
Compliance Officers
📊
Legal Operations Managers
You're reviewing call volumes and matter metrics every week, but your tracking systems only update when someone manually exports records, so the metrics you're reporting on are always a few days behind — with this integration, every call and matter lands in your tools instantly and your reporting stays current.
Managing Partners
You need to respond immediately when high-value client calls come in, but you find out too late because notes are trapped in your phone system — this integration means every urgent call creates a Clio matter instantly so you never miss a critical client.
📋
Client Relations Coordinators
You answer to clients who want immediate updates on their legal matters, but you waste hours checking call logs against active files — automating both apps means every call is linked to its Clio matter automatically and client status reports generate themselves.
📞
Intake Specialists
You handle hundreds of inbound consultation calls daily and cannot keep up with manual data entry, leading to missed client details in your case files — automating both apps means every caller's details flow straight into Clio without manual copying.
⚖️
Associate Attorneys
You rely on receptionists to hand over call details before you can start working on client files, but information gets delayed between systems — connecting these apps means every call automatically generates your next task in Clio the moment it ends.
🗂️
Compliance Officers
You need a complete, uncompromised audit trail of every client communication and matter update, but manual logging leaves glaring gaps in your history — this integration means every interaction is logged permanently across both platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Aircall + Clio

Build and manage your Aircall + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Aircall + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Aircall to Clio?
Frequently Asked Questions
You can connect Aircall to Clio in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation. It links your phone system with your legal practice management platform alongside tools like Slack, Google Calendar, and Microsoft Outlook.
Can I automatically create Clio matters from Aircall calls?
Frequently Asked Questions
Can I connect Aircall, Clio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Aircall and Clio?
Frequently Asked Questions
How do call recordings and notes sync between Aircall and Clio?
Frequently Asked Questions
Can I update Clio matters when a call ends in Aircall?
Frequently Asked Questions
Do I need coding skills to set up Aircall and Clio integrations?
Frequently Asked Questions
Is the Aircall and Clio integration free?
Frequently Asked Questions
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