Nextiva + Clio Integrations, Built by an AI Agent
Put Nextiva + Clio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Nextiva and Clio
See the kind of workflows teams build with Nextiva and Clio below — describe the exact one you want above and the Agent builds it on demand.
Send text messages to newly created leads
When a new lead is created in Clio, automatically send a welcome SMS via Nextiva to establish immediate contact.
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Log inbound calls and missed calls in CRM
When an inbound call or missed call occurs in Nextiva, automatically log the activity on the contact's record in Clio.
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Dispatch text confirmations on won deals
When a deal is won in Clio, send an automated SMS via Nextiva to confirm details with the client.
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Browse the full workflow library →
Looking to achieve something else with Nextiva and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Nextiva and Clio
Everything Nextiva and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Nextiva Explore Nextiva →
Nextiva is a cloud communications platform providing VoIP phone services, video conferencing, team messaging, and customer interaction solutions.
TriggersTriggers when a new call is missed.
Triggers when a new personal contact is added.
Triggers when a new call is received.
Triggers when a new voicemail is received.
Creates a new personal contact.
Clio Explore Clio →
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
TriggersTriggers when a new activity is created.
Triggers when a new bill is created.
Triggers when the state of a bill has changed.
Triggers when a new calendar entry is created.
Triggers when a new communication is created.
Triggers when a new contact is created.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Generate a document from a document template and attach it to a matter.
Other Phone & SMS apps on Knit
Explore more Phone & SMS integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
2Chat
2Chat is a messaging integration platform that enables e-commerce brands to connect WhatsApp accounts to business systems for automated customer support.
46elks
46elks is a developer platform offering cloud telecommunication APIs to send and receive SMS messages, MMS, and manage phone calls.
8x8
8x8 is a cloud communications platform providing voice calling, video conferencing, team messaging, and contact center capabilities.
Abby Connect
Abby Connect is a virtual receptionist and answering service that manages incoming customer phone calls and live website chats.
Adversus Dialer
Adversus Dialer is a cloud-based predictive dialer and contact center platform designed to automate outbound telemarketing calls.
Aircall
Aircall is a cloud-based phone system and call center software integrated with sales and support tools for business communication.
allmysms
allmysms is a mobile messaging platform providing bulk SMS sending, two-way texting, and automated message notification services.
Aloware
A contact center and cloud phone system providing automated calling, texting, and sales dialer capabilities for teams.
Other Legal Practice apps on Knit
Explore more Legal Practice integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Case Status
Case Status is a client engagement platform for legal practices that provides mobile case updates and automated messaging.
CosmoLex
CosmoLex is a cloud-based legal practice management software incorporating legal billing, trust accounting, and client relationship management.
Gavel
A document automation and legal workflow builder that allows users to create automated document generation systems.
Inform Direct
A company secretarial and corporate governance software designed for UK companies and accounting firms to manage corporate records.
Lawcus
A legal practice management software designed for law firms to manage cases, time tracking, billing, and client communication.
LEAP (Legal)
A legal practice management and legal accounting software built to help law firms manage cases, client documents, and billing.
LegalMatch
LegalMatch is an online attorney-client matching service that connects individuals and businesses with licensed lawyers based on legal needs.
MyCase
MyCase is an all-in-one legal practice management software providing document storage, case tracking, and invoicing for law firms.
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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Nextiva + Clio
Is there a pre-built Nextiva + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Nextiva and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Nextiva or Clio connector?
No. The Agent works whether or not Nextiva or Clio 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.
How does connecting Clio and Nextiva help track phone communications?
Inbound calls, text messages, and missed calls handled in Nextiva can automatically log activities or update lead profiles directly inside Clio.
Can I automate text message follow-ups when deal stages change?
Yes, updating a deal stage in Clio can prompt Nextiva to send an automated SMS confirmation or message to the client.