Create Clio company for new Keap Max Classic company
Keap Max Classic + Clio Integration
Keap Max Classic + Clio Integration
Integrate Clio to Keap Max Classic in one click, or tell Integrately AI how you want each client matter handled. Capture new client data, create matching contacts, update records, and trigger marketing sequences automatically.
Free forever.Use premium features free for 14 days.1.
Invoice is paid in Keap Max Classic- Contact is updated in Keap Max Classic
- Contact is created in Keap Max Classic
- Invoice is created in Keap Max Classic
- Opportunity is created in Keap Max Classic
- Tag is created in Keap Max Classic
- Company is created in Keap Max Classic
- Subscription is created in Keap Max Classic
- Product is created in Keap Max Classic
- Affiliate is added in Keap Max Classic
- Tag is applied to contact in Keap Max Classic Instant
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
2.
- Create payment in Keap Max Classic
- Create contact in Keap Max Classic
- Tag existing contact in Keap Max Classic
- Create or Update Contact in Keap Max Classic
- Update contact in Keap Max Classic
- Remove tag from contact in Keap Max Classic
- Get contact details by id in Keap Max Classic
- Apply tags to contact in Keap Max Classic
- Search tag in Keap Max Classic
- Create note in Keap Max Classic
- Create order in Keap Max Classic
- Create company in Keap Max Classic
- Create product in Keap Max Classic
- Search contact in Keap Max Classic
- Search task by name in Clio
- Create task in Clio
- Create communication in Clio
- Update task in Clio
- Upload document in Clio
- Assign task template list to matter 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
Trusted by experts at...
Ready Workflows for Clio + Keap Max Classic Integration
Capture client leads, organise matter details, keep contacts updated, trigger marketing emails, and send follow-ups, all in just one click.
Most popular automations
Update Clio company for new Keap Max Classic contact
Keap Max Classic + Clio Integration
When Contact is created in Clio, create Contact in Keap Max Classic
When Contact is created in Clio, create Contact in Keap Max Classic
Update Keap Max Classic Contact from new Clio Contact
Update Keap Max Classic Contact from new Clio Contact
Create Clio contact for new Keap Max Classic 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 Keap Max Classic 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.
See moreFor 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 Keap Max Classic 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.
Create Clio contact from new Keap Max Classic invoice
As an online store owner, you're likely using Keap Max Classic 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 Keap Max Classic with Clio? This integration will allow you to automatically create a contact for each new invoice in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See moreBut did you know that you can easily integrate Keap Max Classic with Clio? This integration will allow you to automatically create a contact for each new invoice in Clio.
Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
Create Clio company for new Keap Max Classic contact
Keap Max Classic + Clio Integration
When Contact is created in Keap Max Classic > Search person contact in Clio > Check any condition > Create person contact in Clio
Keap Max Classic + Clio Integration
When Contact is created in Keap Max Classic > Search contact by custom field in Clio > Check any condition > Create person contact in Clio
Keap Max Classic + Clio Integration
When Contact is created in Keap Max Classic > Check condition > Create person contact in Clio
Keap Max Classic + 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 + Keap Max Classic flow
Connect scheduling, accounting, email marketing, and storage tools to extend your legal practice workflows. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Clio (3)
Clio (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Mailchimp (3)
Mailchimp (3) +
Gmail (3)
Gmail (3) +
Google Drive (3)
Google Drive (3) C
G
K
Create a Google Calendar event for every new Clio matter, and create a contact in Keap Max Classic
New Clio matters instantly schedule a Google Calendar event and create a contact in Keap Max Classic without manual data entry.
C
G
K
When a Clio task is created, add a reminder in Google Calendar and update the contact in Keap Max Classic
Clio tasks automatically add calendar reminders and update Keap Max Classic contacts so your team stays on schedule.
C
G
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When a Clio calendar entry is created, update the Google Calendar schedule and log the contact in Keap Max Classic
Clio calendar entries sync directly to Google Calendar and update Keap Max Classic records instantly.
Supported triggers and actions for Keap Max Classic and Clio
Mix and match to build the exact automation you need
Keap Max Classic Triggers & Actions
Contact is created in Keap Max Classic
Triggers the automation when a new contact is created
Try it → Invoice is created in Keap Max Classic
Triggers the automation when any invoice is added or modified
Try it → Opportunity is created in Keap Max Classic
Triggers the automation when any opportunity is updated
Try it → Company is created in Keap Max Classic
Triggers the automation when a new company is created
Try it → Subscription is created in Keap Max Classic
Triggers the automation when a new subscription is created
Try it → Product is created in Keap Max Classic
Triggers the automation when a new product is created
Try it → Affiliate is added in Keap Max Classic
Triggers the automation when a new affiliate is added
Try it → Instant
Tag is applied to contact in Keap Max Classic
Triggers the automation when a tag is added
Try it → 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 + Keap Max Classic?
Streamline your legal practice and marketing operations by automating repetitive data entry across Clio and Keap Max Classic.
⚖️
Sync new Clio matters directly to your CRM
Every time a new matter is created in Clio, automatically generate a matching contact in Keap Max Classic. Eliminate manual copying and keep your client database accurate.
📋
Capture every submitted client field accurately
Map all available contact details and custom fields from Keap Max Classic into Clio records instead of just names and emails. Your practice files become comprehensive.
🔔
Notify your legal team instantly upon creation
Alert intake specialists and attorneys the moment a new client contact or matter is established, ensuring rapid response times and smooth team coordination.
🔀
Route records based on submitted criteria
Apply different tags or create specific tasks in Keap Max Classic depending on the matter status or custom field values submitted in Clio.
🔄
Keep client data updated across platforms
Automatically update contact information and matter statuses in Keap Max Classic whenever changes occur in Clio, maintaining single-source-of-truth accuracy.
🔍
Prevent duplicates with smart search and update
Search for existing contacts before creating new records, ensuring your Keap Max Classic database remains clean and free of duplicate client entries.
💳
Handle invoices and payment updates automatically
Trigger billing updates in Clio or notify Keap Max Classic whenever invoices are paid, cancelled, or refunded, keeping revenue tracking completely transparent.
✉️
Extend your workflow to Gmail automatically
Connect your core pair with Gmail to send automated welcome emails or status update notifications as soon as new legal tasks and matters are created.
And much more...
Who is Clio + Keap Max Classic integration for?
Law firms, legal practitioners, and practice managers depend on this integration to streamline client data and marketing workflows without manual entry.
Legal operations managers
Practice intake specialists
Managing partners
Firm administrators
Client onboarding coordinators
Compliance officers
📈
Legal operations managers
You're tracking client intake across practice software and marketing systems but your reports only update when someone manually exports records, so the metrics you're reviewing are always outdated — this integration means every new matter and contact syncs instantly and your reports stay current.
⚡
Practice intake specialists
You need to act fast on prospective client inquiries and convert them into active files, but information is trapped in separate silos, so you find out about leads too late — automating both apps means every inquiry triggers immediate contact creation and your intake speed accelerates.
📋
Managing partners
You answer to partners and stakeholders who want to see active client progress and revenue pipelines, but gathering updates requires digging through multiple tools — connecting these apps means all case creation and billing states flow seamlessly into your CRM and your leadership oversight improves.
📊
Firm administrators
The volume of client matters and marketing leads is too high for anyone to keep up by hand, leading to missed follow-ups and data gaps, so staff spend hours copying records — this integration means high-volume data transfers happen automatically and your administrative burden disappears.
🤝
Client onboarding coordinators
You own the intake step and depend on lawyers upstream to hand over client details before you can start marketing sequences, resulting in frustrating communication bottlenecks — automating both apps means client handoffs happen the second a matter is opened and your onboarding starts immediately.
🗂️
Compliance officers
You need a reliable audit history of client interactions and matter updates, but manual record-keeping keeps finding gaps in your archives — with this integration, every contact change and task update is logged accurately across platforms and your compliance audits run smoothly.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Keap Max Classic + Clio
Build and manage your Keap Max Classic + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Keap Max Classic + Clio 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.
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Frequently Asked Questions
How do I connect Clio to Keap Max Classic?
You can connect Clio to Keap Max Classic in one click using ready-made templates on Integrately or ask Integrately AI to build the workflow for you. It takes just minutes to link Clio and Keap Max Classic with tools like Google Calendar, QuickBooks Online, and Mailchimp without any coding.
Can I automatically create Keap Max Classic contacts when a Clio matter is created?
Can I connect Clio, Keap Max Classic, and Google Calendar?
What is a good Zapier alternative for Clio and Keap Max Classic?
How does Clio handle contact and matter data during integration?
How does Keap Max Classic process contact updates from Clio?
Do I need coding skills to automate Clio and Keap Max Classic?
Is the Clio and Keap Max Classic integration free?
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