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Automate tasks across Finmo 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 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.Try now
Create a Clio Manage follow-up from new qualified activity in Finmo.Try now
Copy new customer details from Finmo into Clio Manage.Try now
Update the matching Clio Manage item when a Finmo status changes.Try now
Start a review in Clio Manage when Finmo flags an exception.Try now
Summarize new Finmo 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 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 CustomerCreate customer in Finmo.Disable CustomerRun a disable customer action in Finmo.Enable CustomerRun an enable customer action in Finmo.Get CustomerRun a get customer action in Finmo.List CustomersRun a list customers action in Finmo.Update CustomerUpdate customer in Finmo.Create PayinCreate payin in Finmo.List PayinsRun a list payins action in Finmo.Retrieve PayinRun a retrieve payin action in Finmo.Create PayoutCreate payout in Finmo.List PayoutsRun a list payouts action in Finmo.Retrieve PayoutRun a retrieve payout action in Finmo.Create Payout BeneficiaryCreate payout beneficiary in Finmo.List Payout BeneficiariesRun a list payout beneficiaries action in Finmo.Create Payout SenderCreate 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.

MindCloud connects Finmo 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.