Salesforce, Clio Manage Integrations

Clio Manage
Salesforce
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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 Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an 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

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

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

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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.

Integrate Salesforce, Clio Manage with these services