Clio + Outreach Integration

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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
Prospect is added in Outreach Instant
Prospect is updated in Outreach Instant
Call is created in Outreach Instant
Task is added in Outreach Instant
Opportunity is added in Outreach Instant
Account is added in Outreach Instant

Update task in Clio
Upload document in Clio
Assign task template list to matter in Clio
Create communication in Clio
Create task in Clio
Search task by name 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
Add prospect to sequence in Outreach
Add prospect in Outreach
Update prospect in Outreach
Get prospect by Id in Outreach
Add account in Outreach
Add opportunity in Outreach
Get opportunity by Id in Outreach
Search opportunity by name in Outreach
Add task in Outreach
Search sequence in Outreach
Search prospect by email in Outreach

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Ready Workflows for Clio + Outreach Integration

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Supported triggers and actions for Clio and Outreach

Mix and match to build the exact automation you need

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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Outreach Triggers & Actions

Instant

Prospect is added in Outreach

Triggers the automation when a new prospect is added

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Instant

Prospect is updated in Outreach

Triggers the automation when a prospect is updated

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Instant

Call is created in Outreach

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Instant

Task is added in Outreach

Triggers the automation when a new task is added

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Instant

Opportunity is added in Outreach

Triggers the automation when a new opportunity is created

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Instant

Account is added in Outreach

Triggers the automation when a new account is added

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And much more...

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Why choose Integrately to automate Clio + Outreach

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

1,500+ apps connected

Connect Clio + Outreach 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.