Boond + Clio

Boond + Clio integrations

Create new Boond companies from Clio activities

Effortlessly streamline your client management process with this Clio to Boond integration. When you have a new activity in Clio, this workflow will create a company in Boond, making it easier to keep track of client information and tasks. Save time and focus on what matters most - growing your business and serving your clients.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create a CompanyCreates a Company
ActionWrite

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More things you can do with Clio and Boond

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

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
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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 Company
ADMIN ONLY: Triggers when a new company is created
Trigger
Instant
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Company Updated
ADMIN ONLY: Triggers when a company is updated
Trigger
Instant
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Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Trigger
Instant
Try It
New Contact
ADMIN ONLY: Triggers when a new contact is created
Trigger
Instant
Try It
New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Trigger
Instant
Try It
New Resource
ADMIN ONLY: Triggers when a new resource is created
Trigger
Instant
Try It
Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Trigger
Instant
Try It
Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Trigger
Instant
Try It
- Contact id
  Required
- Action typeOf
- Action text
  Required
- Start date
- Id responsable action
- Dictionary Language
Action
Write
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Write
- Contact id
- Contact Company id
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Parent ID
  Required
- Parent type
  Required
- File URL
Action
Write
- Candidate Id
  Required
- First name
- Last name
- Civility
- State
- Email1
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Contact id
  Required
- Company id
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
Action
Write
- Resource id
  Required
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
Action
Write
- Company id
- Company Name
Action
Search
- Log id
  Required
Action
Search
- Candidate email
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
- Contact Email
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
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
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Trigger
Instant
Try It
Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Trigger
Instant
Try It
New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Trigger
Instant
Try It
New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Trigger
Instant
Try It
New Project
ADMIN ONLY: Triggers when a new project is created
Trigger
Instant
Try It
New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Trigger
Instant
Try It
Project Updated
ADMIN ONLY: Triggers when a project is updated
Trigger
Instant
Try It
- Candidate id
  Required
- Action typeOf
  Required
- Action text
- Start date
  Required
- Id responsable action
- Dictionary Language
Action
Write
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Facebook URL
- Viadeo URL
- Linkedin URL
- Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
Action
Write
- API Endpoint
  Required
- HTTP Method
  Required
- Request Body (JSON)
Action
Write
- company id
  Required
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (Detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
Action
Write
- Opportunity id
  Required
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Candidate email
Action
Search
- Contact Email
Action
Search
- Resource email
Action
Search
- Company id
- Company Name
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Search or write

About Boond

Boond is a platform for IT & consulting firms. Tech-powered, data-driven, performance-focused. Work Smart, Grow Fast.

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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.