Universal Connector
Clio and Coda integration + automation
Clio and Coda integrations couldn’t be easier with the Tray platform’s robust Clio and Coda connectors, which can connect to any service without the need for separate integration tools.
Clio and Coda Connector Details
Clio
Learn moreUsesCustomer Success and Support
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector
Minor Configuration Required
There is currently no pre-built and ready to use Clio connector available at the moment.
To get data in and out of Clio, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Connector TypeTray Connector
Operations
View documentationCreate docGet rowInsert rowsList docsList rowsList tablesRaw HTTP request (advanced)Update row
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
