Completed

Experienced Backend Developer for Clio Manage and Keap Crm Api Integration

Published on the March 10, 2026 in IT & Programming

About this project

Open

We are seeking an experienced backend developer to build a custom API integration between Clio Manage (Legal CRM) and Keap (Marketing/Sales CRM). The primary goal is to synchronize payment and billing data from Clio back into Keap to enable accurate tracking of marketing ROI and lead source performance.

Current Setup:
Keap is utilized for top-of-funnel lead capture and initial sales calls.
Clio is used for post-sign-up matter management and billing.

Project Goal:
When a payment is successfully processed in Clio, the corresponding revenue data must be accurately transferred and updated for the relevant contact within Keap.

Scope of Work:
Authentication: The developer will be responsible for setting up and managing OAuth 2.0 authentication flows for both the Clio and Keap APIs.
Webhook Listener: Development of a middleware script, preferably using Node.js, Python, or a similar backend language, to actively listen for specific events such as Clio Bill.updated or Payment.created.
Data Mapping: Implement robust data mapping logic to accurately match Clio records with existing Keap contacts, using email addresses as the primary unique identifier.
Revenue Synchronization: The system must push payment amounts from Clio to Keap. This data should either update the Keap "Orders" module or populate a designated "Total Lifetime Value" custom field on the contact record.
Logging: Basic error logging functionality must be implemented to monitor and track any failed synchronization attempts.

Technical Requirements:
Candidates must demonstrate proven experience with REST APIs and OAuth 2.0 protocols.
Prior experience with Clio API v4 and the Keap rest api (formerly infusionsoft) is highly preferred.
Proficiency in at least one backend programming language such as Node.js, Python, PHP, or Ruby is essential.
Experience with hosting small to medium-sized middleware applications on platforms like AWS Lambda or Heroku is required.

Deliverables:
A fully functional and securely hosted integration bridge between Clio Manage and Keap.
Comprehensive documentation detailing the data mapping logic and the process for authentication renewal.
Provision of 30 days of post-launch support for any bug fixes or critical issues.

Category IT & Programming
Subcategory Web development
What is the scope of the project? Small change or bug

Delivery term: Not specified

Skills needed