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Automate tasks across Circle with Clio Manage

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Circle and Clio Manage talk.
Here are some common ways to automate work between them.

Send a Clio Manage notification when Circle receives a high-priority item.Try now
Create a Clio Manage follow-up from new qualified activity in Circle.Try now
Copy new customer details from Circle into Clio Manage.Try now
Update the matching Clio Manage item when a Circle status changes.Try now
Start a review in Clio Manage when Circle flags an exception.Try now
Summarize new Circle activity and save it in Clio Manage.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Circle and Clio Manage work.

Connect your Circle and Clio Manage. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 75 actions between Circle and Clio Manage.
Can’t find an action you need? Let us know.

Add Space MemberAdd space member in Circle.Create Access GroupCreate access group in Circle.Create Basic PostCreate basic post in Circle.Create CommentCreate comment in Circle.Create Community MemberCreate community member in Circle.Create Community SegmentCreate community segment in Circle.Create EventCreate event in Circle.Create Member TagCreate member tag in Circle.Create SpaceCreate space in Circle.Get Basic PostRun a get basic post action in Circle.Get CommentRun a get comment action in Circle.Get Community MemberRun a get community member action in Circle.Get EventRun a get event action in Circle.Get Member TagRun a get member tag action in Circle.Get SpaceRun a get space action in Circle.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Circle and Clio Manage.

MindCloud connects Circle and Clio Manage so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.