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Automate tasks across Clio Manage with Perfit

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Clio Manage and Perfit. 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 43 actions between Clio Manage and Perfit.
Can’t find an action you need? Let us know.

Get ActivityRun a get activity action in Clio Manage.List ActivitiesRun a list activities action in Clio Manage.Get Activity DescriptionRun a get activity description action in Clio Manage.List Activity DescriptionsRun a list activity descriptions action in Clio Manage.Get Activity RateRun a get activity rate action in Clio Manage.List Activity RatesRun a list activity rates action in Clio Manage.List AllocationsRun a list allocations action in Clio Manage.Get CalendarRun a get calendar action in Clio Manage.List CalendarsRun a list calendars action in Clio Manage.Get Calendar EntryRun a get calendar entry action in Clio Manage.List Calendar EntriesRun a list calendar entries action in Clio Manage.Create Calendar EntryCreate calendar entry in Clio Manage.Get ContactRun a get contact action in Clio Manage.List ContactsRun a list contacts action in Clio Manage.List Contact Email AddressesRun a list contact email addresses action in Clio Manage.

Frequently asked questions

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

MindCloud connects Clio Manage and Perfit 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.