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Clio + Gmail

Create new communications in Clio for every new email matching search in Gmail

Maintain effective communication within your legal team with this quick email-to-communication automation. When a new email matches a specific search in your Gmail, it instantly creates a new communication in Clio. This smooth workflow enhances team productivity by ensuring all important correspondences are tracked and accessible in your Clio management platform without the need for manual input.

Maintain effective communication within your legal team with this quick email-to-communication automation. When a new email matches a specific search in your Gmail, it instantly creates a new communication in Clio. This smooth workflow enhances team productivity by ensuring all important correspondences are tracked and accessible in your Clio management platform without the need for manual input.

  1. When this happens...
    GmailGmail
    New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Create Communication

    Creates a new communication.

    ActionWrite
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Supported triggers and actions

    • Label or mailbox

    • Search keywords

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Label or mailbox

    Trigger
    Polling
    Try It
  • Gmail triggers, actions, and search

    New Starred Email

    Triggers when you receive a new email and star it within two days.

    Trigger
    Polling
    Try It
    • Label or mailboxRequired

    Trigger
    Polling
    Try It
    • Search keywordsRequired

    Trigger
    Polling
    Try It
    • Label/Mailbox

    Trigger
    Polling
    Try It
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clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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