Clio + Smartsheet Integration

Q: Can I automatically sync new Clio matters to Smartsheet rows?

Yes, you can automatically capture every new matter created in Clio and add it as a new row in Smartsheet. Start with a ready automation in one click or use Integrately AI to customize field mapping for your practice.

Q: Can I connect Clio, Smartsheet, and Slack?

You can easily connect Clio, Smartsheet, and Slack in a single multi-step workflow. Sync matter data to your sheets and send instant team notifications on Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Clio and Smartsheet?

Integrately is a powerful, cost-effective alternative for connecting Clio and Smartsheet. It offers 20 million+ ready templates, 1-click setup, and 24/5 live chat support to help you automate without coding.

Q: How do task updates flow from Clio to Smartsheet?

Task updates and status changes in Clio can instantly update matching rows in Smartsheet. Use ready-made workflows to keep your project timelines accurate and operational data current.

Q: Can I track billing states and updates between Clio and Smartsheet?

Bill state updates and new bills in Clio can be automatically logged in Smartsheet to track financial metrics. Select a pre-built workflow to keep your accounting and tracking sheets synchronized.

Q: Do I need coding skills to automate Clio and Smartsheet?

No coding is required to connect Clio and Smartsheet on Integrately. You can launch pre-built templates instantly or describe your desired automation to Integrately AI for instant setup.

Q: Is the Clio and Smartsheet integration free?

You can start automating Clio and Smartsheet with Integrately's free forever plan. Explore our pricing page to check premium features and advanced multi-step automation options.

Integrate Clio to Smartsheet in one click, or tell Integrately AI how you want each matter handled. Create rows, update matters, add attachments, and notify your team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

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
Row is added in Smartsheet
Row is updated in Smartsheet
Attachment is added in Smartsheet
Comment is added in Smartsheet

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
Search row in Smartsheet
Add attachment to row in Smartsheet
Update row in Smartsheet
Add row in Smartsheet
Send row in Smartsheet
Copy row in Smartsheet
Move row in Smartsheet
Add discussion to row in Smartsheet
Create sheet from a template in Smartsheet
Share sheet in Smartsheet
Create sheet from existing sheet in Smartsheet
Send sheet in Smartsheet
Create workspace in Smartsheet
Copy workspace in Smartsheet
Share workspace in Smartsheet
Copy folder in Smartsheet

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Ready Workflows for Clio + Smartsheet Integration

Capture new matters, add rows, update sheets, and sync details, all in just one click.

Create Clio contact for new Smartsheet row

Automatically creating Clio contact records for new Smartsheet row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!

Activate

Create Clio company for new Smartsheet row

Smartsheet + Clio Integration

Activate

When Contact is created in Clio, create Row in Smartsheet

Activate

When Row is added in Smartsheet > Check any condition > Create person contact in Clio

Smartsheet + Clio Integration

Activate

1of1

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

Connect more apps to your Clio + Smartsheet flow

Teams often need to archive documents, alert staff, or track billable transactions after legal workflows trigger. Pick a combination and activate it in one click.

Google Drive (3)

Gmail (3)

Slack (3)

DocuSign (3)

Calendly (3)

Stripe (3)

Add every new Clio matter to your Smartsheet sheet, and upload related files to Google Drive

Clio matters land in Smartsheet and upload files to Google Drive instantly, eliminating manual record-keeping.

When a Smartsheet row is updated, update the matching Clio matter and upload documents to Google Drive

Smartsheet updates modify your Clio matters and store new documents in Google Drive automatically.

Upload Clio documents to Google Drive and log them in Smartsheet automatically

New Clio documents are saved in Google Drive and recorded in Smartsheet without manual intervention.

Send a welcome email via Gmail when a new Clio contact is created and logged in Smartsheet

New Clio contacts receive an immediate Gmail message while their details are logged in Smartsheet.

Send billing updates via Gmail when a new Clio bill is generated and recorded in Smartsheet

Billing notifications are sent via Gmail while new Clio bills are tracked in Smartsheet.

Notify staff via Gmail when a Smartsheet row is added from a new Clio communication

Clio communications update Smartsheet rows and dispatch notification emails via Gmail.

Add every new Clio task to your Smartsheet sheet, and notify your team instantly on Slack

Clio tasks populate Smartsheet trackers and alert your team on Slack the moment they are created.

When a Clio matter status is updated, update Smartsheet and post the milestone in Slack

Matter status changes update Smartsheet rows and announce progress in Slack channels instantly.

Log new Smartsheet rows in Clio and announce the update on Slack

Smartsheet row additions create Clio entries and notify your team on Slack simultaneously.

Create a DocuSign envelope from every new Clio document and record it in Smartsheet

Clio documents generate DocuSign envelopes and log entries in Smartsheet automatically.

When a Clio contact is created, log them in Smartsheet and prepare a DocuSign agreement

New Clio contacts are added to Smartsheet and queued for agreement signing in DocuSign.

Log DocuSign completion updates in Smartsheet and update the matching Clio matter

DocuSign completion updates record entries in Smartsheet and modify Clio matters automatically.

Log new Clio calendar entries in Smartsheet and schedule follow-ups

Clio calendar entries update Smartsheet trackers and schedule consultation events.

When a Smartsheet row is added, create a Clio matter and schedule a consultation

Smartsheet additions generate Clio matters and schedule consultation slots automatically.

Track Clio task deadlines in Smartsheet and schedule review meetings

Clio tasks update Smartsheet tracking boards and schedule review meetings automatically.

Create a Stripe invoice when a new bill is generated in Clio and record it in Smartsheet

New Clio bills generate Stripe invoices and log financial records in Smartsheet instantly.

When a Clio bill state is updated, update Smartsheet records and record payment status in Stripe

Clio bill state updates modify Smartsheet rows and check payment records in Stripe.

Create a Stripe customer when a new Clio contact is created and logged in Smartsheet

New Clio contacts generate Stripe customer records and log details in Smartsheet.

Supported triggers and actions for Clio and Smartsheet

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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Smartsheet Triggers & Actions

Row is added in Smartsheet

Triggers the automation when a new row is added to a spreadsheet

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Row is updated in Smartsheet

Triggers the automation when a row is updated

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Attachment is added in Smartsheet

Triggers the automation when a new attachment is added

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Comment is added in Smartsheet

Triggers the automation when a comment is added

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What can you automate with Clio + Smartsheet?

Streamline your legal practice by connecting Clio client data directly to Smartsheet for real-time tracking, reporting, and workflow management.

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⚖️

Sync every new Clio matter to Smartsheet automatically

Capture new client matters the moment they are opened in Clio and create corresponding rows in Smartsheet instantly. Eliminate manual data entry and keep your active matter pipeline visible across your entire team.

📋

Capture every field and custom detail

Map all available contact, matter, and task attributes into dedicated Smartsheet columns instead of basic summaries. Your tracking sheets become a comprehensive, structured record for review and analysis.

🔔

Alert your team the moment updates occur

Trigger instant notifications in messaging tools or email whenever critical matter milestones or task statuses change in Clio. Ensure the right staff members are always informed without delay.

🔀

Route records based on custom fields and priorities

Apply conditional logic to direct high-priority matters or specific practice areas to designated Smartsheet trackers. Keep specialized legal workflows organized and partitioned correctly.

🔄

Keep tracking sheets updated in real time

Reflect status updates, bill states, and calendar changes from Clio directly in your Smartsheet rows. Maintain accurate records without needing to manually cross-reference multiple platforms.

🔍

Search and update existing records intelligently

Look up existing contacts or matters before creating new entries, updating current Smartsheet rows when changes happen in Clio. Prevent duplicate records and keep your database clean.

📅

Manage billing states and task completions

Trigger automated updates when bill states change, tasks are marked complete, or matter statuses evolve. Keep your financial and operational sheets aligned with real-world case progress.

🔌

Extend your workflow to messaging and document tools

Connect your core Clio and Smartsheet automation to Slack, Gmail, or Google Drive to notify team members, send documents, and archive files in one cohesive pipeline.

And much more...

Who is Clio + Smartsheet integration for?

Legal professionals, practice managers, and administrative teams who need real-time visibility into client matters and operational data without manual spreadsheet entry.

Practice directors and operations leads

Managing attorneys and team leads

Client relations and account managers

Legal administrators and paralegals

Billing and finance specialists

Compliance and audit officers

📊

Practice directors and operations leads

You review matter metrics and financial summaries every week, but your tracking sheet only updates when someone manually exports Clio records, so your operational reports are always hours behind — this integration means every new matter and bill lands in your sheet instantly and your reports stay current.

⚡

Managing attorneys and team leads

You need to track critical deadlines and client updates across active matters, but manual handoffs mean you find out about bottlenecks too late — with this integration, every Clio task update reflects immediately in Smartsheet so you can intervene before issues escalate.

🤝

Client relations and account managers

You regularly update clients and partners on matter progress, but pulling data from your practice management tool takes hours of manual copying — automating both apps means every status change updates your shared sheets instantly and your stakeholders stay informed.

📁

Legal administrators and paralegals

You handle dozens of new documents, contacts, and billing entries every single day, but manual data entry leaves your team drowning in admin work — this integration means every Clio record is automatically logged in Smartsheet without anyone touching a keyboard.

👥

Billing and finance specialists

You rely on attorneys to log billable hours and case updates before you can process invoices, but delays in handoffs slow down cash flow — automating both apps means financial records sync straight to your sheets the moment bills are created.

🛡️

Compliance and audit officers

You need an immaculate, complete historical record of every matter and task for review, but manual logging always leaves missing entries and mismatched dates — this integration means every single Clio event is reliably captured in Smartsheet with zero gaps.

Try This Integration – No Code Needed

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

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Why choose Integrately to automate Clio + Smartsheet

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

1,500+ apps connected

Connect Clio + Smartsheet 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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How to connect Clio with third-party apps : 19 must-have integrations

Optimize client and matter management with the top 19 Clio integrations. Improve your legal business operations and enhance productivity effectively.

Frequently Asked Questions

How do I connect Clio to Smartsheet?

Connecting Clio to Smartsheet is simple and takes just a few clicks on Integrately. You can set up instant automations using ready templates or ask Integrately AI to build custom workflows connecting Clio, Smartsheet, and apps like Slack or Gmail.

Can I automatically sync new Clio matters to Smartsheet rows?

Can I connect Clio, Smartsheet, and Slack?

What is a good Zapier alternative for Clio and Smartsheet?

How do task updates flow from Clio to Smartsheet?

Can I track billing states and updates between Clio and Smartsheet?

Do I need coding skills to automate Clio and Smartsheet?

Is the Clio and Smartsheet integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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Clio + Smartsheet Integration

Integrate Clio to Smartsheet in one click, or tell Integrately AI how you want each matter handled. Create rows, update matters, add attachments, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Smartsheet Integration

Capture new matters, add rows, update sheets, and sync details, all in just one click.

Create Clio contact for new Smartsheet row

Create Clio company for new Smartsheet row

When Contact is created in Clio, create Row in Smartsheet

When Row is added in Smartsheet > Check any condition > Create person contact in Clio

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

Connect more apps to your Clio + Smartsheet flow

Teams often need to archive documents, alert staff, or track billable transactions after legal workflows trigger. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Smartsheet

Mix and match to build the exact automation you need

What can you automate with Clio + Smartsheet?

Streamline your legal practice by connecting Clio client data directly to Smartsheet for real-time tracking, reporting, and workflow management.

Who is Clio + Smartsheet integration for?

Legal professionals, practice managers, and administrative teams who need real-time visibility into client matters and operational data without manual spreadsheet entry.

Did you know?

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

Why choose Integrately to automate Clio + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Smartsheet With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Clio + Smartsheet Integration

Integrate Clio to Smartsheet in one click, or tell Integrately AI how you want each matter handled. Create rows, update matters, add attachments, and notify your team automatically.

Trusted by experts at...

Ready Workflows for Clio + Smartsheet Integration

Capture new matters, add rows, update sheets, and sync details, all in just one click.

Create Clio contact for new Smartsheet row

Create Clio company for new Smartsheet row

When Contact is created in Clio, create Row in Smartsheet

When Row is added in Smartsheet > Check any condition > Create person contact in Clio

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

Connect more apps to your Clio + Smartsheet flow

Teams often need to archive documents, alert staff, or track billable transactions after legal workflows trigger. Pick a combination and activate it in one click.

Supported triggers and actions for Clio and Smartsheet

Mix and match to build the exact automation you need

What can you automate with Clio + Smartsheet?

Streamline your legal practice by connecting Clio client data directly to Smartsheet for real-time tracking, reporting, and workflow management.

Who is Clio + Smartsheet integration for?

Legal professionals, practice managers, and administrative teams who need real-time visibility into client matters and operational data without manual spreadsheet entry.

Did you know?

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

Why choose Integrately to automate Clio + Smartsheet

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

How Integrately Works?

Trusted by 42,000+ Customers

Related Posts

How to connect Clio with third-party apps : 19 must-have integrations

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Clio or Smartsheet With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click