Create Clio company for new Insightly organisation
Insightly + Clio Integration
Clio + Insightly Integration
Integrate Clio to Insightly in one click, or tell Integrately AI how you want each matter handled. Track new legal matters, create matching CRM contacts, log billing details, and update your pipeline automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Task is created in Insightly- Lead is created in Insightly
- Lead is updated in Insightly
- Organisation is added in Insightly
- Organisation is updated in Insightly
- Contact is updated in Insightly
- Contact is created in Insightly
- Project is created in Insightly
- Opportunity is created in Insightly
- Opportunity is updated in Insightly
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create task in Clio
- Create person contact in Clio
- Update person contact in Clio
- Search person contact in Clio
- Search contact by custom field in Clio
- Create time entry (Activity) in Clio
- Update matter in Clio
- Create matter in Clio
- Create matter note in Clio
- Create matter folder in Clio
- Create calendar entry in Clio
- Search matter in Clio
- Create expense entry (Activity) in Clio
- Search matter by custom field in Clio
- Create company contact in Clio
- Update company contact in Clio
- Search company contact in Clio
- Search user in Clio
- Search bill in Clio
- Update opportunity in Insightly
- Get opportunity by ID in Insightly
- Get organization by ID in Insightly
- Get task by ID in Insightly
- Update Contact in Insightly
- Update task in Insightly
- Create contact in Insightly
- Search contact in Insightly
- Create opportunity in Insightly
- Create lead in Insightly
- Search lead in Insightly
- Create task in Insightly
- Search user in Insightly
- Create organisation in Insightly
- Search organisation in Insightly
- Create project in Insightly
- Search project in Insightly
- Get contact by id in Insightly
- Search opportunity in Insightly
- Delete opportunity in Insightly
- Link objects in Insightly
- Get project by ID in Insightly
- Update project in Insightly
- Delete project in Insightly
Trusted by experts at...
Ready Workflows for Clio + Insightly Integration
Capture legal matters, create CRM contacts, track project pipelines, update task statuses, and notify your team, all in just one click.
Most popular automations
Create Insightly Opportunity from new Clio Contact
Create Insightly Opportunity from new Clio Contact
When Contact is created in Clio, create Contact in Insightly
When Contact is created in Clio, create Contact in Insightly
When Contact is created in Clio, create Task in Insightly
When Contact is created in Clio, create Task in Insightly
Create Clio contact for new Insightly contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - Clio integration, anytime a new Insightly contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Insightly - Clio integration, anytime a new Insightly contact is created, an Clio contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Contact is created in Insightly > Check condition > Create person contact in Clio
Insightly + Clio Integration
When Lead is created in Insightly > Check condition > Create person contact in Clio
Insightly + Clio Integration
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Insightly flow
Connect your legal and CRM stack with calendars, emails, messaging tools, and accounting systems. Pick a combination and activate it in one click.
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Google Calendar (6)
Google Calendar (6) +
Microsoft Outlook (5)
Microsoft Outlook (5) +
Gmail (5)
Gmail (5) +
DocuSign (4)
DocuSign (4) +
Slack (5)
Slack (5) +
Xero (4)
Xero (4) C
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Create a Google Calendar event when a matter is created in Clio, and add the contact in Insightly.
Every new Clio matter schedules a Google Calendar event and sets up an Insightly contact instantly. No manual calendar entries, no missed client records.
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Log every new Clio task in Google Calendar, and create a follow-up task in Insightly.
Clio tasks automatically block time on Google Calendar while recording the follow-up action in Insightly. Keep your schedule and CRM perfectly aligned.
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When a Clio calendar entry is created, add the details to Google Calendar and update the Insightly project.
Clio appointments update Google Calendar and sync straight into Insightly projects. Keep your team aligned across every schedule change.
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If a Clio matter is created, schedule a Google Calendar consultation and add an opportunity in Insightly.
New Clio matters trigger calendar consultations in Google Calendar and open sales opportunities in Insightly automatically.
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When a Clio task status updates, reschedule the Google Calendar event and update the Insightly task.
Task updates in Clio automatically adjust your Google Calendar schedule and sync task progress in Insightly.
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Use Gemini to summarize Clio matter notes, create a Google Calendar review session, and log it in Insightly.
Gemini summarizes Clio matter notes to schedule Google Calendar review blocks and log case summaries in Insightly.
Supported triggers and actions for Clio and Insightly
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → What can you automate with Clio + Insightly?
Connect your legal practice management to your CRM pipeline to eliminate manual data entry and keep client records synchronized.
🔄
Sync new Clio matters directly to Insightly pipelines
Automatically create a matching contact and project in Insightly the moment a new matter is opened in Clio. Your sales and legal teams operate from the same client records without manual data re-entry.
📋
Capture every submitted field and custom note
Map all available Clio matter notes, custom fields, and communication logs straight into Insightly fields instead of basic names and emails. Your CRM becomes a complete repository for case history.
🔔
Alert your team instantly when cases open
Notify internal channels or assigned attorneys the second a new Clio task or matter is created. Ensure immediate response times and eliminate missed client deliverables.
🔀
Route records based on submitted matter details
Trigger different workflows in Insightly depending on the specific practice area or custom field submitted in Clio. Ensure high-value cases reach senior team members immediately.
🔄
Keep CRM records updated as legal statuses change
Automatically update Insightly project stages and opportunity values whenever a Clio bill state or matter status changes. Your CRM always reflects current case progression.
👥
Prevent duplicate records with smart matching
Search existing Insightly records before creating new contacts or organizations from Clio entries. Keep your database clean and organized without manual deduplication work.
⏱️
Manage billing updates and payment milestones
Trigger automated CRM updates and notification emails whenever a new Clio bill is created or payment states are updated. Keep finance and sales teams perfectly aligned.
🔗
Extend your workflow to external productivity apps
Connect your Clio and Insightly flow with Slack, Gmail, or Google Calendar to notify teams, send emails, and schedule reviews automatically.
And much more...
Who is Clio + Insightly integration for?
Legal practices, intake coordinators, and revenue teams connect Clio and Insightly to eliminate duplicate data entry and keep matter records synchronized with CRM pipelines.
Managing Partners
Intake Coordinators
Client Success Managers
Operations Managers
Billing Specialists
Practice Administrators
📈
Managing Partners
You review practice growth metrics every week, but your pipeline reports only update when staff manually export legal data, so the conversion counts you make decisions on are always hours behind — connecting these apps means every new matter creates an Insightly record instantly and your dashboards stay current.
⚡
Intake Coordinators
You need to act fast on new client inquiries, but you find out about signed retainers too late because information sits trapped in practice management tools — automating both apps means client details flow straight into your CRM pipeline the moment a case opens and follow-ups begin immediately.
🤝
Client Success Managers
You answer to key accounts who want to see immediate progress on their legal matters, but tracking updates across separate systems leads to delayed communication — integrating these apps means project milestones update in your CRM automatically and your clients receive prompt, accurate status reports.
📊
Operations Managers
The volume of incoming legal cases is too high for anyone to keep up by hand, resulting in missed CRM updates and fragmented client histories — with this integration, every Clio contact and matter syncs to Insightly without manual intervention and your administrative backlog disappears.
⚙️
Billing Specialists
You own the invoicing workflow and depend on attorneys to hand over billable activities, but delayed handoffs stall payment collection cycles — connecting these apps means billing updates flow directly into your financial and CRM systems so cash flow tracking remains unbroken.
🗂️
Practice Administrators
You need a reliable audit history for every client interaction, but manual data entry keeps leaving gaps in your records — automating both apps means every task, communication, and document creates a permanent, verified audit trail across your entire legal stack.
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 Clio + Insightly
Build and manage your Clio + Insightly automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Insightly with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Clio + Insightly Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clio to Insightly?
You can connect Clio to Insightly in just one click using ready-made templates or ask Integrately AI to build your custom automation. Link your accounts, select your trigger and action events, and activate your workflow instantly with support from apps like Slack and Google Calendar.
Can I automatically create Insightly contacts when a new Clio matter is opened?
Can I connect Clio, Insightly, and Slack?
What is a good Zapier alternative for Clio and Insightly?
How does Clio handle new matter data during automation?
How does Insightly update contact records from Clio?
Do I need coding skills to automate Clio and Insightly?
Is the Clio and Insightly integration free?
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