Universal Connector

Close and Clio integration + automation

Close and Clio integrations couldn’t be easier with the Tray Platform’s robust Close and Clio connectors, which can connect to any service without the need for separate integration tools.

Close and Clio Connector Details

UsesSales
CategoryContact Management
Connector TypeTray Connector
Operations
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
View documentation
UsesCustomer Success and Support
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Clio connector available at the moment.

To get data in and out of Clio, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray.io is the leader in low-code automation

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