Clio RoundPie

Clio + RoundPie Integrations, Built by an AI Agent

Put Clio + RoundPie to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Clio and RoundPie below — describe the exact one you want above and the Agent builds it on demand.

Clio + RoundPie When an item is completed in RoundPie, log the billable focus time in Clio. See details
Log client time entries into CRM activity feeds When a new time entry is logged in RoundPie, automatically log activity in Clio to maintain a complete history of client interactions. See details
Sync client records with your sales CRM When a new client is added in RoundPie, automatically create or update a contact in Clio so customer records remain accurate across systems. See details
Set up time tracking projects when deals are won When a deal is won in Clio, automatically create a project in RoundPie so your team can begin logging billable work immediately. See details

Browse the full workflow library →

Looking to achieve something else with Clio and RoundPie?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Clio and RoundPie

Everything Clio and RoundPie can do inside a workflow — the triggers that start one and the actions that run when it fires.

Clio Explore Clio →

Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.

Triggers
New Activity

Triggers when a new activity is created.

New Bill

Triggers when a new bill is created.

Bill State Updated

Triggers when the state of a bill has changed.

New Calendar Entry

Triggers when a new calendar entry is created.

New Communication

Triggers when a new communication is created.

New Contact

Triggers when a new contact is created.

Actions
Assign Task Template List

Assign a Task Template List.

Update Company Contact

Updates an existing company contact.

Create Calendar Entry

Creates a new calendar entry.

Create Communication

Creates a new communication.

Create Company Contact

Creates a company contact.

Create Document From Template

Generate a document from a document template and attach it to a matter.

RoundPie Explore RoundPie →

A time management software that applies the Pomodoro technique to existing task management and project tools.

Triggers
Item Complete

Triggers when a task is marked as done.

Current Timer Stopped

Triggers when the app timer is stopped.

New Timer Started

Triggers when the app timer is started.

Actions
Create Task

Creates RoundPie tasks from any source.

Start Timer

Start a RoundPie countdown timer (and create a task if it doesn't exist yet)

Stop Timer

Stop Current RoundPie timer

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Clio + RoundPie

Is there a pre-built Clio + RoundPie automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Clio and RoundPie's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Clio or RoundPie connector?

No. The Agent works whether or not Clio or RoundPie already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

Why connect RoundPie with Clio?

Integrating RoundPie with Clio connects your sales success with operational execution, automatically creating project workspaces and logging billable time directly into customer records.

Can winning a deal automatically start project tracking?

Yes, when a sales opportunity status updates to deal won in Clio, a matching client and project can be automatically created in RoundPie.

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