Generate project tasks when deals are won
When a deal is won in Clio, automatically create a project task in Time etc to kick off client onboarding.
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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 →
TriggersFires when a case or matter is opened or updated in Clio.
Fires when a new client lead is added in Clio.
Fires when a client invoice is issued in Clio.
Opens a new case or matter in Clio.
Adds a client, company or contact in Clio.
Logs billable time against a matter in Clio.
Time etc Explore Time etc →
TriggersFires when a new task, job or item is created in Time etc.
Fires when a task in Time etc is marked complete.
Fires when a task's due date in Time etc is coming up.
Fires when a task, job or project changes status in Time etc.
Creates a new task, job or item in Time etc.
Updates a task's status or assignee in Time etc.
Posts a comment on a task in Time etc.
Assigns a task in Time etc to a team member.
More Clio + Time etc workflows
Update CRM deal stages when project tasks complete
When a milestone task is completed in Time etc, automatically update the deal stage in Clio to keep sales reps informed.
See details
Log activity in CRM when task comments are added
When a comment is added to a client task in Time etc, automatically log the activity in Clio on the customer record.
See details
See all Clio + Time etc integrations → · Browse the full workflow library →
Common questions
Can Knit build “Generate project tasks when deals are won” between Clio and Time etc?
Yes — describe it in the box above and Knit's Integrations Agent researches Clio and Time etc'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 Time etc and Clio help sales and delivery teams?
It bridges revenue and fulfillment, automatically converting won deals into project work and keeping sales reps updated on project status.
Can deal changes in Clio automatically spin up project tasks?
Yes, when a deal is won or changes stages in Clio, you can instantly create initial project tasks in Time etc.