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Automate tasks across Clio Manage with Salesmate

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Clio Manage and Salesmate talk.
Here are some common ways to automate work between them.

Create Salesmate deals from new Clio contactsTry now
Create Salesmate deals from new Clio activitiesTry now
Create Salesmate contacts from new Clio activitiesTry now
Create new Salesmate contacts from Clio's new contactsTry now
Create activities in Salesmate for new contacts in ClioTry now
Update Salesmate contacts when new activities occur in ClioTry now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Clio Manage and Salesmate work.

Connect your Clio Manage and Salesmate. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 59 actions between Clio Manage and Salesmate.
Can’t find an action you need? Let us know.

Get ActivityReadRetrieves an activity from Clio Manage by activity ID.List ActivitiesReadRetrieves activities from your Clio Manage account.Get Activity DescriptionReadRetrieves an activity description from Clio Manage by ID.List Activity DescriptionsReadRetrieves activity descriptions from Clio Manage.Get Activity RateReadRetrieves an activity rate from Clio Manage by ID.List Activity RatesReadRetrieves activity rates from Clio Manage.List AllocationsReadRetrieves allocations from your Clio Manage account.Get CalendarReadRetrieves a calendar from Clio Manage by calendar ID.List CalendarsReadRetrieves calendars from your Clio Manage account.Get Calendar EntryReadRetrieves a calendar entry from Clio Manage by entry ID.List Calendar EntriesReadRetrieves calendar entries from Clio Manage.Create Calendar EntryCreateCreates a new calendar entry in Clio Manage.Get ContactReadRetrieves a contact from Clio Manage by contact ID.List ContactsReadRetrieves contacts from your Clio Manage account.List Contact Email AddressesReadRetrieves email addresses for a contact in Clio Manage.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Clio Manage and Salesmate.

Apps are the systems your business runs on, like Clio Manage and Salesmate. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Clio Manage with the apps your team already uses, or browse every Clio Manage and Salesmate integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.HubSpotHubSpot connects app workflows across your app stack.Google FormsGoogle Forms connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.

Connect all of your apps, not just some of them.

You can’t automate business processes end-to-end if you can only connect to half of them.

Request an invite iconRequest an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expert iconTalk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updates iconGet updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.