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Connect Clio to Nextiva like Magic

How to Use Magical to Transfer Data from Clio to Nextiva
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Transfer Data from Clio to Nextiva: A Step-by-Step Guide

With Magical, you can transfer data from Clio to Nextiva in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Clio to Nextiva, helping you speed up response time and optimize your customer support processes.

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What Clio data can you transfer

Magical enables you to transfer a wide array of data from Clio to Nextiva. Here are some examples of the information you can extract:

Client Name
Case Number
Case Details
And move more types of information by creating your own custom labels.

How to Transfer data from Clio to Nextiva using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Clio to Nextiva for more efficient customer support. Follow these steps:

  1. Sign in to your Clio account and open the case containing the data you want to transfer, such as client information and case details.
  2. In Clio, label the information you want to transfer with Magical, like Client Name, Case Number, or Contact Details.
  3. Sign in to your Nextiva account and open the record where you want to add the Clio data.
  4. Type "//" in an empty field and select the information you want to transfer from Clio such as Client Name, Case Number, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Clio and Nextiva

Swift and efficient responses in customer support are crucial to maintaining customer satisfaction. Clio is a powerful legal case management platform and Nextiva is a robust customer communication solution. Combining the capabilities of these two platforms can significantly enhance your customer support efforts. By leveraging Magical, you can easily move information from Clio to Nextiva, allowing you to focus on resolving customer issues and improving customer satisfaction.

Other ways to connect Clio and Nextiva

Using Zapier

Zapier provides a seamless connection between Clio and Nextiva, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Clio and Nextiva is by directly utilizing their APIs. By integrating both APIs, you empower legal and support teams with real-time client insights, fostering improved communication and a superior customer experience. To employ this method, refer to their respective API documentation.

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Common questions


Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Clio and transfer data directly to Nextiva. The extension is designed to simplify the process of data collection by automating the extraction of information from Clio. Magical is free, easy to use, and it can save you a lot of time and effort.


To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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