Salesforce, 4leads, Clio Manage Integrations

Clio Manage
4leads
Salesforce
Try Integromat for FREE
No credit card. You'll love it.

What is Integromat?

GmailWatch emailsGoogle SheetsAdd a rowGmailIterate attachmentsRouterFacebookCreate a postArchiveCreate an archiveDropboxUpload a fileDocuments onlyImages onlyWhen new email arrivesAdd a row to a sheetProcess attachmentsone by one ...Post images to pageZip all documentsUpload archive

Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Salesforce

Watch Records in an Object

Triggers when a record in an object is created or updated.

4leads

Watch Automations

Watches for 4leads automations with an Integromat toggle as action. Delivers a Contact object.

Clio Manage

Watch Activities INSTANT

Triggers when a contact is created, updated or deleted.

Clio Manage

Watch Bills INSTANT

Triggers when a bill is created, updated or deleted.

Clio Manage

Watch Calendar Entries INSTANT

Triggers when a bill is created, updated or deleted.

Clio Manage

Watch Communications INSTANT

Triggers when a communication is created, updated or deleted.

Clio Manage

Watch Contacts INSTANT

Triggers when a contact is created, updated or deleted.

Clio Manage

Watch Documents

Triggers when a new document is created.

Clio Manage

Watch Matters INSTANT

Triggers when a matter is created, updated or deleted.

Clio Manage

Watch Notes

Triggers when a new note is created.

Clio Manage

Watch Tasks INSTANT

Triggers when a task is created, updated or deleted.

Actions

Salesforce

Update a Record in an Object

Edits an already-existing record in an object.

Salesforce

Delete a Record in an Object

Deletes an existing record in an object.

Salesforce

Get Records in an Object

Retrieves all records in an object or a record in an object by the given ID or criteria.

Salesforce

Search for Records in an Object

Searches for records in an object that matches the specified search query.

Salesforce

Create a Record in an Object

Creates a new record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to Chatter Feed

Posts a message to the Chatter feed.

4leads

Add a Contact to a Subscription

Adds a contact to a subscription.

4leads

Add Tags

Adds one or more Tags to a Contact.

4leads

Create a Tag

Creates a Tag inside your 4leads account. Tag names are not unique and multiple tags with the same name may be created.

4leads

Get a Contact

Retrieves a single contact by id or email.

4leads

Get a Global Field value

Reads the current value to a contact for a selected global field.

4leads

Make an API Call

Performs an arbitrary authorized API call.

4leads

Remove a Contact from a Subscription

Revokes the contact subscription to a 4leads topic.

4leads

Remove Tags

Removes one or multiple Tags from a Contact. (max. 20)

4leads

Set Global Field(s) Value

Sets the Value of a Global Field for a Contact.

4leads

Sign Contact to a Campaign

Starts the Campaign for the a contact.

4leads

Stop Campaign

Stops the campaign for a contact.

4leads

Trigger an Automation

Triggers an automation with integromat as starting point. Returns the contact object if contact was found.

4leads

Update a Tag

Updates the name of a Tag.

4leads

Upsert a Contact

Searches for the Contact by email. If the contact is not known yet it gets created. Otherwise the contact may get updated and the id is accessible for further steps.

Clio Manage

Create a Calendar Entry

Creates a new calendar entry.

Clio Manage

Create a Communication

Creates a new communication.

Clio Manage

Create a Contact

Creates a new contact.

Clio Manage

Create a Folder

Creates a new folder.

Clio Manage

Create a Matter

Creates a new matter.

Clio Manage

Create an Activity

Creates a new activity.

Clio Manage

Create a Note

Creates a new note.

Clio Manage

Create a Task

Creates a new task.

Clio Manage

Delete a Calendar Entry

Deletes a calendar entry by identificator.

Clio Manage

Delete a Communication

Deletes a communication by identificator.

Clio Manage

Delete a Contact

Deletes a contact by identificator.

Clio Manage

Delete a Folder

Deletes a folder by identificator.

Clio Manage

Delete a Matter

Deletes a matter by identificator.

Clio Manage

Delete an Activity

Deletes an activity by identificator.

Clio Manage

Delete a Note

Deletes a note by identificator.

Clio Manage

Delete a Task

Deletes a task by identificator.

Clio Manage

Get a Calendar Entry

Gets an existing calendar entry.

Clio Manage

Get a Communication

Gets an existing communication.

Clio Manage

Get a Contact

Gets an existing contact.

Clio Manage

Get a Folder

Gets an existing folder.

Clio Manage

Get a Matter

Gets an existing matter.

Clio Manage

Get an Activity

Gets an existing activity.

Clio Manage

Get a Note

Gets an existing note.

Clio Manage

Get a Task

Gets an existing task.

Clio Manage

Make an API Call

Performs an arbitrary authorized API call.

Clio Manage

Update a Calendar Entry

Updates an existing calendar entry.

Clio Manage

Update a Communication

Updates an existing communication.

Clio Manage

Update a Contact

Updates an existing contact.

Clio Manage

Update a Folder

Update an existing folder.

Clio Manage

Update a Matter

Updates an existing matter.

Clio Manage

Update an Activity

Updates an existing activity.

Clio Manage

Update a Note

Updates an existing note.

Clio Manage

Update a Task

Updates an existing task.

Clio Manage

Upload a Document

Creates a new document.

Searches

4leads

Get Contact Tags

Gets the list of tags the contact is connected to right now.

4leads

Search Contacts

Gets a list of your contacts.

4leads

Search Tag

Searches a Tag by name. May give multiple results.

Clio Manage

Search Bills

Searches for bills or lists them all.

Clio Manage

Search Contacts

Searches for contacts or lists them all.

Clio Manage

Search Matters

Searches for matters or lists them all.

Clio Manage

Search Users

Searches for users or lists them all.