Birdview PSA + Clio

Birdview PSA + Clio integrations

Create new Easy Projects for every new Clio contact

Easily streamline your client onboarding process with this automation that connects Clio and Easy Projects. Whenever you add a new contact in Clio, a new project will be created in Easy Projects, ensuring your team can quickly and efficiently start working on tasks related to that client. Save time and improve communication between your legal and project management teams with this simple yet effective workflow.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ProjectCreates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
ActionWrite

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More things you can do with Clio and Birdview PSA

Discover other triggers and actions you can use with Clio and Birdview PSA

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
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Assigned to Me
Trigger
Polling
Try It
- User
- Project
- Activity
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
Trigger
Polling
Try It
- Activity
  Required
- File
  Required
Action
Write
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- Name
  Required
- Project
  Required
- Parent
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity
  Required
- Message Text
  Required
Action
Write
- Activity
  Required
- Name
- Project
- Parent
- Activity Type
- Status
- Priority
- Category
- Description
- Start Date
- End Date
Action
Write
- Activity ID
- Project
- Parent
- Name
Action
Search
- Time Entry ID
- User
- Activity
- Date
- Duration
- Description
- Billable
Action
Search
- Project ID
- Portfolio
- Name
  Required
- Template
- Status
  Required
- Priority
- Description
- Start Date
- End Date
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
- User
- Activity
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- User
- Project
Trigger
Polling
Try It
- Activity Type
- Activity Status
- Project
- Priority
- Category
- Parent
- Activity
- Assigned to Me
Trigger
Polling
Try It
- Project
- Activity
- User
Trigger
Polling
Try It
- Project
  Required
- File
  Required
Action
Write
- Template
- Name
  Required
- Status
  Required
- Priority
- Portfolio
- Description
- Start Date
- End Date
Action
Write
- User
  Required
- Project
- Activity
  Required
- Duration
  Required
- Description
- Date
  Required
- Billable
Action
Write
- Project
  Required
- Message Text
  Required
Action
Write
- Time Entry ID
  Required
- Duration
- Description
- Date
- Billable
Action
Write
- Project ID
- Portfolio
- Name
Action
Search
- Activity ID
- Project
  Required
- Parent
- Name
  Required
- Activity Type
  Required
- Status
  Required
- Priority
- Category
- Description
- Start Date
- End Date
Action
Search or write
- Time Entry ID
- User
  Required
- Activity
  Required
- Date
  Required
- Duration
  Required
- Description
- Billable
- Project
Action
Search or write

About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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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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