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Zapier makes it easy to integrate Airtable with Clio - no code necessary. See how you can get setup in minutes.
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Airtable
Airtable
1. Choose trigger event
Clio
Clio
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Assign Task Template List" in Clio.
You’re connected!
Zapier seamlessly connects Airtable and Clio, automating your workflow.
Supported triggers and actions
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.
Create a new record or update an existing record in your app.
Summary
Required
Description
Location
Starts at:
Required
Ends at:
Required
All Day Event
Send Email Notification
Calendar
Required
Contact Attendee
Additional Contact Attendees
Matter
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Company Name
Required
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Expense Category
Description
Date
Required
Price
Matter
Matter Note
User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Category
Description
Date
Required
Time
Price
Matter
Matter Note
User
Non-Billable
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Document
Required
Matter
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Invoice_number
Matter_id
Client_id
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Contact by Custom Field
Find newest contact by custom field.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Client Email
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Company Name
Required
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Airtable and Clio with AI agents and code
Beyond Zap workflows. Call Airtable and Clio actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Airtable and Clio actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Assign Task Template List
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Airtable and Clio
Sync client contacts to Airtable for tracking.
When a new contact is created in Clio, Zapier adds it as a new record in Airtable. This automation keeps your client database up to date effortlessly, improving client management and ensuring you have all client details centralized for better tracking.
When a new contact is added in Clio, Zapier logs that contact automatically into Airtable. This keeps track of your marketing-related outreach or clients in a centralized place to better analyze campaigns and follow-ups, enhancing efficiency and tracking.
When a matter is updated in Clio, Zapier automatically creates or updates a related record in Airtable. This ensures your project management database reflects the latest case statuses, reducing manual updates and enhancing team coordination.
Level up your Airtable to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Airtable + Clio integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Clio
How can I integrate Airtable with Clio?
You can integrate Airtable with Clio using automated workflows that perform specific actions when certain triggers occur. Typically, you'll use a platform to connect both apps, allowing them to share information based on triggers like new record creation or updates in Airtable, which can prompt actions such as creating tasks or matters in Clio.
What types of triggers can I use with the Airtable and Clio integration?
When integrating Airtable with Clio, you can utilize triggers like 'New Record', 'Updated Record', and 'Record Matching View' from Airtable. These triggers set off actions such as creating new contacts, adding notes, or updating existing client records in Clio.
Are there specific actions I can automate in Clio through this integration?
Yes, through the integration, you can automate various actions in Clio such as creating tasks, managing client records, logging time entries, and updating matter statuses based on changes detected in your Airtable database.
Do I need any coding skills to set up the integration between Airtable and Clio?
No coding skills are necessary to set up the integration between Airtable and Clio. Our platform provides an intuitive interface that allows you to create automated workflows through simple drag-and-drop features without writing a single line of code.
Can the integration be used to update records automatically?
Yes, you can set up workflows where changes in Airtable trigger automatic updates in Clio. For instance, updating a record's information in Airtable could automatically update the corresponding contact details or matter status in Clio.
What should I do if my data isn’t syncing properly between Airtable and Clio?
If your data isn't syncing correctly between Airtable and Clio, first verify if all required fields are correctly mapped and check for any connection issues. Our support team is available if troubleshooting these common areas does not resolve the issue.
Is it possible to trigger multi-step workflows across both platforms?
Yes, it's possible to design complex multi-step workflows across both platforms where one action leads to another. For example, adding a new record in Airtable might trigger a series of actions such as creating a new contact in Clio followed by sending an email confirmation or triggering calendar events.
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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.
