Abacus + Clio Integrations
Ways to Connect Abacus with Clio
Create Gmail label from new Clio matters
Add a tag to Evernote when you create a new Clio matter
Turn Clio Matters Into New Google Contacts
Add new Clio contacts to a MailChimp list
Create Clio matters from Google Forms responses
Add new Evernote notes to Clio matters
Add new Wunderlist tasks in a list to Clio
Log Toggl time entries in Clio
Add new contacts from Clio to Constant Contact
Create Toggl projects from Clio matters automatically for easy time tracking
Create people in Clio via Wufoo form
Add Clio persons from a Google Sheets spreadsheet
Send an SMS when a new communication is recorded
Create Citrix ShareFile folders from new Clio matters
Create WebMerge documents from Clio matters
Create Citrix ShareFile folders from Clio matters
Snap a pic of a business card to add a new client to Clio
Add new Clio contacts to gotomaxx Campaign 1to1
Add Abacus expense field tags for new HubSpot contacts
Create new Clio tasks from new ShareFile files
Add new Clio contacts to a SendPulse list
Add new Abacus expense field tags for new Basecamp 2 projects
Send new Clio clients a RightSignature template for signature
Add new Salesforce opportunities to Abacus as expense field tags
Create Abacus expense field tags from new rows on Google Sheets
Add Basecamp 2 to-dos as tasks in Clio
Upload Abacus receipts from new Google Drive files
Create Abacus receipts from new files uploaded to Dropbox
Create Webmerge contracts for new clients in Clio
Create ServeManager jobs from new Clio matters
Add Abacus expense tags for new events on Eventbrite
Create Abacus expense field tags from new Trello boards
Populate WebMerge document templates with info from new Clio matters
Create expense tags in Abacus from new Harvest projects
Save new Clio contacts to Citrix ShareFile as new client users
Create expense tags on Abacus from new SalesforceIQ relationships
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Get StartedAbout Abacus
Abacus is the easiest way for you to reimburse your team, reconcile corporate credit cards, and implement your expense policy.
Make a Zap with AbacusAbout 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.
Make a Zap with ClioMake Your Own Zap with Triggers + Actions
1. Select a Trigger
True TrueTriggers when a new activity is created.
Triggers when a new calendar entry is created.
Triggers when a new task has been created.
Triggers when a new communication is created.
Triggers when a new bill is created.
Triggers when a new matter is created.
Triggers when a new contact is created.
2. Select an Action
Invite a user to your Abacus account.
Adds an image to the Abacus receipt inbox
Creates a new Expense Field Tag.
(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)
Creates a new person.
Creates a new contact note
Creates a new company.
Creates a new matter note
Creates a new communication.
Creates a new task.
Creates a new time entry.
Creates a new matter.
Create a new expense entry.
Creates a new calendar entry on the users calendar.
3. Create this Zap!
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A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!