When item complete in RoundPie, sync it to Clio.

When an item is completed in RoundPie, log the billable focus time in Clio.

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See all Clio + RoundPie integrations or talk to a human

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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.

RoundPie Explore RoundPie →

Triggers

New client added

Fires when a new client is added in RoundPie.

New project created

Fires when a new project is created in RoundPie.

New time entry logged

Fires when a new time entry is logged in RoundPie.

Timer started

Fires when a timer is started in RoundPie.

Actions

Create client

Creates a new client in RoundPie.

Create project

Creates a new project in RoundPie.

Create time entry

Logs a new time entry in RoundPie.

Start timer

Starts a timer in RoundPie.

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

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

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FAQ

Common questions

Can Knit build “When item complete in RoundPie, sync it to Clio.” between Clio and RoundPie?

Yes — describe it in the box above and Knit's Integrations Agent researches Clio and RoundPie'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.

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.