Elite Funnels + Clio Integration

Integrate Clio to Elite Funnels in one click, or tell Integrately AI how you want each lead handled. Capture form submissions, create matters, update contacts, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Elite Funnels
    Form response is created in Elite Funnels Instant
  • Elite Funnels
    Contact is created or updated in Elite Funnels Instant
  • Elite Funnels
    Order is created in Elite Funnels Instant
  • Elite Funnels
    Order is updated in Elite Funnels Instant
  • Elite Funnels
    Booking is created in Elite Funnels Instant
  • Elite Funnels
    Product is created in Elite Funnels Instant
  • Elite Funnels
    Product is updated in Elite Funnels 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
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2.
  • Elite Funnels
    Create contact in Elite Funnels
  • Elite Funnels
    Search contact in Elite Funnels
  • Elite Funnels
    Update contact in Elite Funnels
  • Elite Funnels
    Delete contact in Elite Funnels
  • Elite Funnels
    Create member in Elite Funnels
  • Elite Funnels
    Update member in Elite Funnels
  • Elite Funnels
    Delete member in Elite Funnels
  • Elite Funnels
    Create member group in Elite Funnels
  • Elite Funnels
    Update member group in Elite Funnels
  • Elite Funnels
    Delete member group in Elite Funnels
  • Elite Funnels
    Search product in Elite Funnels
  • Elite Funnels
    Create product in Elite Funnels
  • Elite Funnels
    Update product in Elite Funnels
  • 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 Clio + Elite Funnels Integration

Capture leads, organise submissions, create matters, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Elite Funnels + Clio Integration

Create Clio contact for new Elite Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Elite Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Elite Funnels + Clio Integration

Create Clio contact from new Elite Funnels order

As an online store owner, you're likely using Elite Funnels to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Elite Funnels with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Elite Funnels + Clio Integration

Create Clio contact for new Elite Funnels form submission

When someone completes your Elite Funnels, a new contact is automatically created in your Clio. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Elite Funnels is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Elite Funnels - Clio integration set up makes it easy to manage your customer relationships and grow your business.
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  • 1of2
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 Clio + Elite Funnels flow

Streamline billing, schedule client consultations, update mailing lists, and track payments once your core flow finishes. Pick a combination and activate it in one click.

Elite Funnels
Clio
+
StripeStripe (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
E
S
C
Create a Stripe customer for every new Elite Funnels order, and create a matching matter in Clio
Elite Funnels orders generate a Stripe customer profile and a new matter in Clio instantly, so billing and legal tracking stay aligned.
S
E
C
When a Stripe payment succeeds, create a contact in Elite Funnels and update the matter in Clio
Successful Stripe payments update your funnel contacts and mark the corresponding Clio matter active.
E
S
C
If an Elite Funnels product purchase is completed, generate a payment link in Stripe and create a task in Clio
Purchased products trigger a Stripe payment link and open a follow-up task in Clio for your legal team.
S
E
C
When a Stripe refund is issued, update the Elite Funnels order and create a matter note in Clio
Refund events in Stripe update the order record in Elite Funnels and log a note in Clio.

Supported triggers and actions for Elite Funnels and Clio

Mix and match to build the exact automation you need

Elite Funnels
Elite Funnels Triggers & Actions
Instant
Form response is created in Elite Funnels
Triggers the automation when a form is filled
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Instant
Contact is created or updated in Elite Funnels
Triggers the automation when a contact is created or updated
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Instant
Order is created in Elite Funnels
Triggers the automation when a new order is created
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Instant
Order is updated in Elite Funnels
Triggers the automation when any order is updated
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Instant
Booking is created in Elite Funnels
Triggers the automation when a new booking is created
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Instant
Product is created in Elite Funnels
Triggers the automation when a new product is created
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Instant
Product is updated in Elite Funnels
Triggers the automation when a product is updated
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Create contact in Elite Funnels
Adds a new contact to the database
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Search contact in Elite Funnels
Finds and retrieves contact information
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Update contact in Elite Funnels
Updates contact information with new details
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Delete contact in Elite Funnels
Removes a contact from the address book
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Create member in Elite Funnels
Adds a new member to the system
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Update member in Elite Funnels
Updates a member's information
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Delete member in Elite Funnels
Removes a member from the system
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Create member group in Elite Funnels
Creates a new group of members
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Update member group in Elite Funnels
Updates the particular member group
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Delete member group in Elite Funnels
Deletes a member group
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Search product in Elite Funnels
Searches for a product
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Create product in Elite Funnels
Generates and launch new products
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Update product in Elite Funnels
Updates product information
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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
Try it →

What can you automate with Clio + Elite Funnels?

Streamline every stage of your legal practice management by connecting your marketing funnels directly to your client matters.

What you can automate?
🚀
Automate matter creation from new form responses
Turn every Elite Funnels form submission into a brand-new Clio matter instantly. Eliminate manual copying and start managing client work the moment they submit your landing page.
📝
Capture every submitted landing page field
Map all custom answers and contact details from Elite Funnels directly into your Clio fields. Your case records capture complete prospect information without missing key intake notes.
🔔
Alert your intake team the moment leads arrive
Send instant notifications to your staff channels whenever a new client submits a form or books a consultation. Ensure prompt responses to high-value inquiries.
🔀
Route submissions based on submitted criteria
Send enterprise prospects to senior attorneys while routing standard inquiries to general intake queues based on specific form answers.
🔄
Keep client contact records perfectly synchronised
Update contact details across both platforms automatically whenever a client modifies their profile information in your funnels.
🛡️
Prevent duplicate records during intake
Search existing database entries before creating new matters or contacts. Ensure your workspace remains clean and free of redundant files.
💳
Synchronise payment and order status changes
Reflect order updates, refunds, and successful purchases across your sales funnels and practice billing records in real time.
Extend your workflows with popular tools
Connect your core Clio and Elite Funnels process with Slack, Gmail, Stripe, or QuickBooks to build end-to-end operational pipelines.
And much more...

Who is Clio + Elite Funnels integration for?

Legal practitioners and intake teams eliminate manual data entry between landing pages and practice management software to accelerate client onboarding.

Managing Partners
Managing Partners
Client Intake Specialists
Client Intake Specialists
Legal Assistants
Legal Assistants
Practice Managers
Practice Managers
Billing Coordinators
Billing Coordinators
Compliance Officers
Compliance Officers
📈
Managing Partners
You're reviewing practice growth metrics across multiple intake channels but your tracking reports only update when someone manually exports form data, so the matter counts you're reviewing are always a few hours behind — connecting these apps means every new submission lands in Clio instantly and your case pipeline stays current.
Client Intake Specialists
You need to act fast on prospective client leads submitted through landing pages, and you find out about submissions too late when checking emails manually — this integration means every Elite Funnels response generates a matter immediately and your team can reach out without delay.
📋
Legal Assistants
You answer to firm partners and clients who want to see intake progress updated in real time, but manual data copying creates frustrating delays — automating both apps means matter creation happens effortlessly and stakeholder reports reflect current workloads.
🔄
Practice Managers
The volume of prospective client form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded inquiries — integrating these apps means high-volume lead capture runs smoothly and every submission is tracked in your practice software.
👤
Billing Coordinators
You own the financial setup stage and depend on someone upstream to hand over order details before invoicing can begin — with this integration, order data flows directly from Elite Funnels into your billing workflows so payment tracking starts without bottlenecks.
📁
Compliance Officers
You need a reliable history of client intake and document submission, but manual logging keeps finding gaps in your audit trail — connecting these apps means every form response, booking, and order is recorded accurately in your system of record.
Our team

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Why choose Integrately to automate Elite Funnels + Clio

Build and manage your Elite Funnels + 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 Elite Funnels + 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
Select Automation
Select a trigger from Google Sheets
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 Clio to Elite Funnels?
Frequently Asked Questions
You can connect Clio to Elite Funnels in 1 click using ready-made templates or ask Integrately AI to build your custom automation. Simply select your trigger event in Elite Funnels, choose the corresponding action in Clio, and activate your workflow alongside tools like Slack and Gmail.
Can I automatically create Clio matters from Elite Funnels form submissions?
Frequently Asked Questions
Can I connect Clio, Elite Funnels, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Elite Funnels?
Frequently Asked Questions
How does the Clio and Elite Funnels integration handle contact details?
Frequently Asked Questions
Can I update Elite Funnels orders when Clio bills are updated?
Frequently Asked Questions
Do I need coding skills to automate Clio and Elite Funnels?
Frequently Asked Questions
Is the Clio and Elite Funnels integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Clio or Elite Funnels With 1500+ Other Apps

Clio
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Connect Clio to CRMs, document tools, and billing platforms to streamline your legal practice operations.
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Elite Funnels
Popular Elite Funnels Integrations
Sync Elite Funnels with marketing automation, analytics, and messaging tools to drive higher conversions.