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Our most popular template

Create new Assembly.com clients from new matters in Clio
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Clio + Assembly.com

Create new Assembly.com clients from new matters in Clio

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Clio + Assembly.com

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "List App Installs" from Assembly.com.

Add your action

An action happens after the trigger—such as "Assign Task Template List" in Clio.

You’re connected!

Zapier seamlessly connects Assembly.com 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.

List App Installs
Lists the app installs in a workspace.
Trigger
Polling
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
List Clients
Lists the clients.
Trigger
Polling
Try It
Company Created
Triggers when a company gets created in the Assembly for the first time
Trigger
Instant
Try It
- Query param to filter placeholder companies
Trigger
Polling
Try It

Contract Requested
Triggers when a contract is assigned to a client.
Trigger
Instant
Try It
- Custom Field ID
  Required
Trigger
Polling
Try It

File Deleted
Triggers when a file has been deleted within a file channel
Trigger
Instant
Try It
File Updated
Triggers when a file has been updated within a file channel
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder gets deleted within a file channel
Trigger
Instant
Try It
- Form ID
  Required
Trigger
Instant
Try It
Internal User Deleted
Triggers when an internal user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when an invoice is created
Trigger
Instant
Try It
List Invoices
Lists the invoices.
Trigger
Polling
Try It
Invoice Sent
Triggers when an invoice is sent
Trigger
Instant
Try It
Invoice Voided
Triggers when an invoice is voided
Trigger
Instant
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Link Created
Triggers when a link gets created within a file channel
Trigger
Instant
Try It
Link Updated
Triggers when a link gets updated within a file channel
Trigger
Instant
Try It
Message Channel Deleted
Triggers when a message channel is deleted.
Trigger
Instant
Try It
- Channel ID
- Limit
Trigger
Polling
Try It
Note Created
Triggers when a new note is created.
Trigger
Instant
Try It
- Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Trigger
Polling
Try It
- Recipient ID
Trigger
Instant
Try It
List Payments
Lists the payments.
Trigger
Polling
Try It
Price Created
Triggers when a price is created
Trigger
Instant
Try It
Product Created
Triggers when a product is created
Trigger
Instant
Try It
Product Updated
Triggers when a product is updated
Trigger
Instant
Try It
Subscription Created
Triggers when an subscription is created
Trigger
Instant
Try It
List Subscription Templates
Lists the subscription templates.
Trigger
Polling
Try It
Task Completed
Triggers when a task gets completed in your workspace.
Trigger
Instant
Try It
Task Deleted
Triggers when a task gets deleted in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
Trigger
Polling
Try It
List Workspace
List the workspace associated with the portal
Trigger
Polling
Try It
- Email
  Required
- Given name
  Required
- Family Name
  Required
- Company ID
- Send Invite?
Action
Write
- Name
  Required
- Icon Image URL
Action
Write
- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Write
- Recipient ID (Deprecated)
- Form ID
  Required
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
- Link url
  Required
Action
Write
- The text content of the message
  Required
- The Id of the target message channel
  Required
- (Optional) The Id of the client who is the author of the message
Action
Write
- Title
  Required
- Content
  Required
- Note ID
  Required
Action
Write
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Name
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
Action
Write
- ID
  Required
Action
Search
- The ID of the Company to get
- Name
Action
Search
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Client ID
- Company ID
Action
Search
- The ID of the Form to get
  Required
Action
Search
- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Action
Search
- The ID of the Price to get
  Required
Action
Search
- The ID of the Subscription to get
  Required
Action
Search
- The ID of the task template to get
  Required
Action
Search
- ID
- Email
  Required
- Company ID
- Given name
  Required
- Family Name
  Required
- Send Invite?
Action
Search or write
- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- Member ID
- Client ID
- Company ID
- IDs of all members in the channel
Action
Search or write
- The ID of the message channel to get
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Client ID
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
- Company ID
Action
Search or write
- The ID of the Subscription to get
  Required
- Recipient type
- Prompt
- Amount (in cents)
- Description
- Quantity
  Required
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until Due
  Required
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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

Client Activated
Triggers when a client authenticates in the Assembly for the first time
Trigger
Instant
Try It
Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Trigger
Instant
Try It
Client Updated
High-frequency trigger for each client user update.
Trigger
Instant
Try It
Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed.
Trigger
Instant
Try It
- Entity Type
Trigger
Polling
Try It
File Created
Triggers when a file gets created within a file channel
Trigger
Instant
Try It
- File Channel Id
  Required
- Folder path
- Limit
Trigger
Polling
Try It
Folder Created
Triggers when a folder gets created within a file channel
Trigger
Instant
Try It
Folder Updated
Triggers when a folder gets updated within a file channel
Trigger
Instant
Try It
Internal User Created
Triggers when a new internal user is created.
Trigger
Instant
Try It
- Limit
Trigger
Polling
Try It
Invoice Deleted
Triggers when an invoice is deleted
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
Try It
List Invoice Templates
Lists the invoice templates.
Trigger
Polling
Try It
Link Deleted
Triggers when a link gets deleted within a file channel
Trigger
Instant
Try It
Message Channel Created
Triggers when a new message channel is created.
Trigger
Instant
Try It
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Trigger
Polling
Try It
Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Trigger
Instant
Try It
Note Deleted
Triggers when a note is deleted.
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
Payment Failed
Triggers when a payment is failed for an invoice
Trigger
Instant
Try It
Payment Succeeded
Triggers when a payment is successful for an invoice
Trigger
Instant
Try It
List Prices
Lists the prices.
Trigger
Polling
Try It
List Products
Lists the products.
Trigger
Polling
Try It
Subscription Canceled
Triggers when an subscription is canceled
Trigger
Instant
Try It
List Subscriptions
Lists the subscriptions.
Trigger
Polling
Try It
Task Archived
Triggers when a task gets archived in your workspace.
Trigger
Instant
Try It
Task Created
Triggers when a task gets created in your workspace.
Trigger
Instant
Try It
- Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Trigger
Polling
Try It
Task Updated
Triggers when a task gets updated in your workspace.
Trigger
Instant
Try It
- The ID of the App Install
  Required
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The company id of the App Connection
- The client ids to be part of the App Connection
Action
Write
- ID
  Required
- Given name
- Family Name
- Company ID
- Send Invite?
Action
Write
- Company ID
  Required
- Name
Action
Write
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- IDs of all members in the channel
- Client ID
- Company ID
Action
Write
- Channel ID
  Required
- Path
  Required
Action
Write
- Recipient type
- Note
- Amount (in cents)
- Description
- Quantity
  Required
- Note
- Product
- Note
- Price
- Days Until Due
  Required
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
Action
Write
- Membership Type
  Required
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Member IDs - IDs of client members to be added to this channel
- Client ID
- Company ID
Action
Write
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Write
- Subscription
Action
Write
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
Action
Write
- The ID of the App Install
  Required
- ClientId
- CompanyId
Action
Search
- ID
- Email
- Company ID
Action
Search
- Custom Field ID
  Required
- Label
Action
Search
- The ID of the file to get
  Required
Action
Search
- The ID of the internal user to get
Action
Search
- The ID of the note to retrieve.
Action
Search
- The ID of the Product to get
  Required
Action
Search
- The ID of the task to get
  Required
Action
Search
- The ID of the App Install
  Required
- ClientId
- The company id of the App Connection
- The type of the App Connection
  Required
- The content of the App Connection
  Required
- The client ids to be part of the App Connection
Action
Search or write
- The ID of the Company to get
- Name
  Required
- Icon Image URL
Action
Search or write
- The ID of the file to get
  Required
- Channel ID
  Required
- Path
  Required
- File Content
  Required
Action
Search or write
- The ID of the note to retrieve.
- Entity Type
  Required
- ID of the entity, e.g., ID of a company or client.
  Required
- Title
  Required
- Content
Action
Search or write
- The ID of the task to get
  Required
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
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
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

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Connect Assembly.com and Clio to integrate crucial parts of your business

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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Assembly.com to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Assembly.com

Assembly.com is a complete client communication and management solution that offers a branded and streamlined experience to businesses.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Assembly.com and Clio to power AI-driven automation

Launch your first automated workflow

Create new Assembly.com clients from new matters in Clio

Create new Assembly.com clients from new matters in Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Assembly.com and Clio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Assembly.com to Clio on the world's largest no-code automation platform