Provision CRM access for new identity users

When a new user is created in Realaml, automatically create or update a corresponding team contact in Clio with appropriate permissions.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

Realaml Explore Realaml →

Triggers

New user created

Fires when a new user account is created in Realaml.

New security event

Fires when a new security or access event is logged in Realaml.

Check completed

Fires when a scan, verification or risk check finishes in Realaml.

Actions

Create user

Creates a new user account in Realaml.

Deactivate user

Deactivates a user's access in Realaml.

Run a check

Runs a verification, fraud or risk check on a record in Realaml.

Assign identity security roles when deals are won When a deal is marked won in Clio, automatically assign enhanced product or portal access roles to the client in Realaml. See details

Log security events as CRM activity When a security event is detected for an account in Realaml, automatically log an activity in Clio so account managers are aware of potential security alerts. See details

See all Clio + Realaml integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Provision CRM access for new identity users” between Clio and Realaml?

Yes — describe it in the box above and Knit's Integrations Agent researches Clio and Realaml's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Realaml and Clio improve sales team onboarding?

When a new employee account is provisioned in Realaml, Clio can automatically create or update the user contact profile and grant CRM access permissions.

Can identity security events alter CRM access?

Yes, if a security event occurs or a user is deactivated in Realaml, their CRM permissions in Clio can be revoked immediately to protect sensitive client data.