Automate your workflow with Clio Manage & Yoom
Yoom seamlessly integrates with Clio Manage without any code, allowing you to automatically retrieve and update client and case information registered in Clio Manage via API. For example, you can easily automate business processes without coding, such as registering inquiry details or contract information from new customers into Clio Manage, or notifying updated case information to Slack or Outlook.
No-Code API Actions
Automation operations
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Create Company Contact
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Update Company Contact
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Create Person Contact
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Update Person Contact
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Search Users
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Search Contacts (Persons or Companies)
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Create Matter
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Update Matter
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Assign Task Template List
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Search Matters
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Create Matter Note
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Create Task
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Update Task
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Create Communication
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Create Calendar Entry
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Create Matter Folder
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Create Expense Entry
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Create Time Entry
Automation triggers
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New Contact
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New Activity
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New Matter
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Updeted Matter
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New Task
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Updated Task
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New Communication
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New Bill
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Updated Bill
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New Calendar Entry
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New Document