Universal Connector
Clio integration + automation
Integrate Clio with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Clio and any other API, database, webhook, and more.
Clio Connector Details
UsesCustomer 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.
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
