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Automate tasks across Finmo with Clio Manage

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Finmo and Clio Manage work.

Connect your Finmo 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 59 actions between Finmo and Clio Manage.
Can’t find an action you need? Let us know.

Create CustomerCreateCreates a new customer in Finmo.Disable CustomerUpdateDisables an existing customer in Finmo.Enable CustomerUpdateEnables an existing customer in Finmo.Get CustomerReadFinds a customer in Finmo by ID.List CustomersReadRetrieves customers from the Finmo platform.Update CustomerUpdateUpdates an existing customer in Finmo.Create PayinCreateCreates a new payin in Finmo.List PayinsReadRetrieves payins from the Finmo platform.Retrieve PayinReadFinds a payin in Finmo by ID.Create PayoutCreateCreates a new payout in Finmo.List PayoutsReadRetrieves payouts from the Finmo platform.Retrieve PayoutReadFinds a payout in Finmo by ID.Create Payout BeneficiaryCreateCreates a new payout beneficiary in Finmo.List Payout BeneficiariesReadRetrieves payout beneficiaries from the Finmo platform.Create Payout SenderCreateCreates a new payout sender in Finmo.

Frequently Asked Questions

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

Apps are the systems your business runs on, like Finmo and Clio Manage. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.

Related integrations

Explore other ways to connect Finmo with the apps your team already uses, or browse every Finmo and Clio Manage integrations.

Google SheetsGoogle Sheets connects app workflows across your app stack.GmailGmail connects app workflows across your app stack.SlackSlack connects app workflows across your app stack.Google CalendarGoogle Calendar connects app workflows across your app stack.Google DriveGoogle Drive connects app workflows across your app stack.NotionNotion connects app workflows across your app stack.MailchimpMailchimp connects app workflows across your app stack.CalendlyCalendly connects app workflows across your app stack.AirtableAirtable connects app workflows across your app stack.

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