Papyrs + Clio Integrations
Put Papyrs + Clio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Papyrs and Clio
See the kind of workflows teams build with Papyrs and Clio below — describe the exact one you want above and the Agent builds it on demand.
Papyrs + Clio
When a new page or case documentation is created in Papyrs, log the page link under the matter in Clio.
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Generate and send contracts as deals advance
When a deal stage changes in Clio, automatically populate a contract template in Papyrs and send it to the client for signature.
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Sync meeting notes directly into sales logs
When a note is created or updated in Papyrs, automatically append its contents to the corresponding contact or deal activity log in Clio.
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Browse the full workflow library →
Looking to achieve something else with Papyrs and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Papyrs and Clio
Everything Papyrs and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Papyrs Explore Papyrs →
Papyrs is an online intranet and wiki software that allows teams to create, organize, and share internal documents and notes.
TriggersTriggers when a new page is created by this user (i.e. by the user with this API Auth Token).
Triggered when a new page is created.
Triggers when new people are invited to your Papyrs account in the People Directory.
Post new Comment to the Feed (Activity Stream)
Add a Heading to an existing Page.
Post a new Comment to a Page.
Add a Textbox to an existing Page.
Add a Textbox with HTML content to an existing Page.
Updates an existing Text box on a Papyrs page.
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 Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Calculator Studio
An interactive spreadsheet and dashboard tool for building custom visual calculators and data models.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
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 Papyrs + Clio
Is there a pre-built Papyrs + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Papyrs and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Papyrs or Clio connector?
No. The Agent works whether or not Papyrs 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.
Can moving a deal stage send a document for signature?
Yes, changing a deal stage in Clio can automatically create a document from a template in Papyrs and dispatch it for signature.
How do document signature updates affect CRM deals?
When a document is sent for signature in Papyrs, you can automatically update the deal stage or log activity in Clio to keep pipeline tracking current.