Actionstep + Clio

Actionstep + Clio integrations

Add new Clio contacts as participants to matters in Actionstep

Effortlessly keep your contacts up-to-date between Clio and Actionstep with this seamless workflow. When you add a new contact in Clio, they'll be instantly added as a participant to a specific matter in Actionstep, ensuring accurate record-keeping and improved organization across both platforms. Streamline your client management process and save time with this effective automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add Participant to MatterAdds a participant to an action/matter.
ActionWrite

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More things you can do with Clio and Actionstep

Discover other triggers and actions you can use with Clio and Actionstep

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- 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
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Search or write
New Matter
Triggers when an action/matter is created.
Trigger
Instant
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New File Note
Triggers when a new file note is created.
Trigger
Instant
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Matter Step Changed
Triggers when a step change occurs on an action/matter.
Trigger
Instant
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Updated Matter
Triggers when an existing Matter is updated.
Trigger
Instant
Try It
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Write
- Matter
  Required
- Note Text
  Required
Action
Write
- Rate Sheet
- Assigned To
  Required
- Action ID
  Required
- Task Name
  Required
- Task Status
  Required
- Priority
  Required
- Due Date
  Required
- Actual Hours
  Required
- Billable Hours
  Required
- Started Date/Time
- Completed Date/Time
- Description
Action
Write
- Date
- Description
  Required
- Actual Hours
  Required
- Billable Hours
- Rate
- Matter Id
Action
Write
- File Note Id
  Required
- Note Content
  Required
Action
Write
- Matter Id
  Required
- Assign to Participant Id
- Name
- Status
- Reference
- Priority
- Import External Reference
Action
Write
- Task Id
  Required
- Status
- Priority
- Assigned To
- Due Date
- Actual Hours
- Billable Hours
- Completed Date/Time
Action
Write
- Custom Field Name
  Required
Action
Search
- Custom Field Id
  Required
- Matter Id
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Assigned to Participant ID
- Action Type
  Required
- Action Name
  Required
- Action Status
  Required
- File Reference
- Priority
- File Note
- Import External Reference
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter 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?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Matter Participant
Triggers when a participant/contact is added to an action/matter.
Trigger
Instant
Try It
New Contact
Triggers when a participant/contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Participant Type
  Required
- Participant
  Required
- Matter
  Required
Action
Write
- Company/Business Name
  Required
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Salutation
- First Name
- Middle Name(s)
- Last Name
  Required
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Matter Id
  Required
- Date
  Required
- Description
  Required
- Quantity
- Unit price
  Required
- Includes Tax
  Required
- Tax Code Id
  Required
Action
Write
- Id
  Required
- Company/Business Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Id
- Salutation
- First Name
- Middle Names(s)
- Last Name
- Suffix
- Preferred Name
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address - State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country Code
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation
- Birthday
- Date of Death
- Marital Status
- Gender
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Write
- Custom Field Value Id
  Required
- Custom Field Value
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Tax Code
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
Action
Search
- Search property
  Required
- Search value
  Required
Action
Search
- Search By
  Required
- Search Value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write
- Search property
  Required
- Search value
  Required
- Indentity Type
  Required
- Company/Business Name
- Salutation
- First Name (Individual Only)
- Middle Name(s) (Individual Only)
- Last Name (Individual Only)
- Suffix (Individual Only)
- Preferred Name (Individual Only)
- Physical Address - Line 1
- Physical Address - Line 2
- Physical Address - City
- Physical Address -State/Province
- Physical Address - ZIP/Post Code
- Physical Address - Country Code
  Required
- Mailing Address - Line 1
- Mailing Address - Line 2
- Mailing Address - City
- Mailing Address - State/Province
- Mailing Address - ZIP/Post Code
- Mailing Address - Country
  Required
- Phone 1 - Label
- Phone 1 - Country Code
- Phone 1 - Area Code
- Phone 1 - Number
- Phone 1 - Notes
- Fax Number
- SMS Number
- Email Address
- Website Address
- Occupation (Individual Only)
- Birthday
- Date of Death
- Marital Status
- Gender
- Division ID
- Phone 2 - Label
- Phone 2 - Country Code
- Phone 2 - Area Code
- Phone 2 - Number
- Phone 2 - Notes
- Phone 3 - Label
- Phone 3 - Country Code
- Phone 3 - Area Code
- Phone 3 - Number
- Phone 3 - Notes
- Phone 4 - Label
- Phone 4 - Country Code
- Phone 4 - Area Code
- Phone 4 - Number
- Phone 4 - Notes
- Import External Reference
Action
Search or write

About Actionstep

Actionstep is a Legal Practice Management Solution for Law firms.

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CRM (Customer Relationship Management)

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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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