Create integrations between Zenoti and Clio to automate any workflow
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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Appointment Complete
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Group Status
Triggers when an appointment group status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking Approve
Triggers when a Class Booking is Approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking Create
Triggers when a Class Booking is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Employee Create
Triggers when an Employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Employee Update
Triggers when an Employee is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Delete
Triggers when a Guest is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Membership Create
Triggers when a Guest Membership is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Merge
Triggers when multiple Guests are merged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Closure
Triggers when an Invoice is Closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CodeRequired
- Center IDRequired
- Is Consultant?
- First Name
- Last Name
- email
- Gender
- Date Of Birth
- Mobile NumberRequired
- Mobile Country Code
- Address1
- Address 2
- City
- Country IDRequired
- State ID
- Zip Code
- User NameRequired
- Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Center IDRequired
- Opportunity TitleRequired
- Opportunity Description
- Opportunity Owner ID
- Guest IDRequired
- Employee IDRequired
- Priority
- Follow-Up dateRequired
- expected close date
- listed amount
- offered amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Guest IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Guest IDRequired
- Center IDRequired
- CodeRequired
- username
- First Name
- Last Name
- email
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile NumberRequired
- Address1
- City
- Country IDRequired
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Task Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Contact Type
- Type of Recipient
- Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prefix
- First Name
- Middle name
- Last Name
- Title
- Date Of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Description
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IDRequired
- ClientRequired
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter IDRequired
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search Type
- Search ValueRequired
- Prefix
- First Name
- Middle name
- Last Name
- Title
- Date Of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Appointment Group Create
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment Start
Triggers when a Appointment is Started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking Delete
Triggers when a Class Booking is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Booking Reject
Triggers when a Class Booking is Rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Schedule Create
Triggers when a Class Schedule is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Class Schedule Update
Triggers when a Class Schedule is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Employee Delete
Triggers when an Employee is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Create
Triggers when a new guest is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Guest Update
Triggers when an existing guest is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List All Employee Jobs
Api to list the jobs setup at organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Center IDRequired
- CodeRequired
- username
- First Name
- Last Name
- email
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile NumberRequired
- Address1
- City
- Country IDRequired
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- First Name
- Last Name
- phone
- username
- email
- Guest Center ID
- Center IDRequired
- CodeRequired
- Nationality
- Gender
- Date Of Birth
- Mobile Country Code
- Mobile NumberRequired
- Address1
- City
- Country IDRequired
- State ID
- Zip Code
- Primary Employee
- Referral Source
- Receive Transactional Email
- Receive Transactional Sms
- Receive Marketing Email
- Receive Marketing Sms
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Note DetailRequired
- Matter
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Clio Contact ID #Required
- Prefix
- First Name
- Middle name
- Last Name
- Title
- Date Of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Company Name
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found