Proposify + Clio Integrations
Put Proposify + Clio to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Proposify and Clio
See the kind of workflows teams build with Proposify and Clio below — describe the exact one you want above and the Agent builds it on demand.
Proposify + Clio
Update matter status in Clio when a document is signed in Proposify.
Turn closed deals into client invoices
When a deal is marked won in Clio, automatically create an invoice in Proposify so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Proposify, automatically update the deal stage in Clio to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in Clio, automatically sync the customer record in Proposify to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with Proposify and Clio?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Proposify and Clio
Everything Proposify and Clio can do inside a workflow — the triggers that start one and the actions that run when it fires.
Proposify Explore Proposify →
Proposify is a proposal management application that enables sales teams to build, deliver, and digitally sign business documents.
TriggersTriggers when a new document is created.
Triggers when a document is marked as lost.
Triggers when a document is sent to a client.
Triggers when a document is signed by a client.
Triggers when a document is viewed by a client.
Triggers when a document is marked as won.
Creates a new company.
Creates a new contact.
Creates a new document from a template.
Clio Explore Clio →
Clio is a cloud-based legal practice management platform that handles client intake, case management, time tracking, and billing.
Knit's Integrations Agent builds Clio's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Clio's API.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
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AccountingSuite
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AdminPulse
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Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
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.
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.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
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 Proposify + Clio
Is there a pre-built Proposify + Clio automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Proposify and Clio's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Proposify or Clio connector?
No. The Agent works whether or not Proposify 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 linking Proposify and Clio streamline the sales-to-finance handoff?
Closing a deal in Clio can instantly create an invoice in Proposify, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Proposify update deal stages in Clio?
Yes, when a customer settles an invoice in Proposify, the corresponding deal stage in Clio can automatically update to reflect a completed transaction.