BuzzBoard Ignite + Clio

BuzzBoard Ignite + Clio integrations

Create BuzzBoard Ignite profiles for new Clio activities

Stay updated on your clients' activities and gain valuable insights effortlessly with this automation. Whenever there's a new activity in Clio, this workflow will create a profile in BuzzBoard Ignite, giving you a broad view of your clients' information and performance. Save time and make informed decisions using this seamless integration between Clio and BuzzBoard Ignite.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
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Create ProfileTriggered every time a new profile is created in BuzzBoard Insights.
ActionWrite

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More things you can do with Clio and BuzzBoard Ignite

Discover other triggers and actions you can use with Clio and BuzzBoard Ignite

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
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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 Profile
Triggered every time a new profile is created in BuzzBoard Insights.
Trigger
Instant
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New Facebook Custom Audience
Triggers every time a new facebook custom audience is created in BuzzBoard Insights.
Trigger
Instant
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New Context
Triggers when a new Context is added to a profile.
Trigger
Instant
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Profile Assets
Triggers profile reports when a profile is added or updated.
Trigger
Instant
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Context Updated
Triggers when profile context is updated.
Trigger
Instant
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Profile Updated
Triggers when a profile info is updated.
Trigger
Instant
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- Profile Id
- Business Name
  Required
- Title
- Context
Action
Write
- Profile Id
- Business Name
  Required
- Reminder Title
- Reminder Note
- Reminder Date
  Required
Action
Write
- Business Name
  Required
- Subject
  Required
- Write Note
- Profile Id
Action
Write
- Context id
  Required
- Title
- Context
Action
Write
- Note id
  Required
- Subject
- Write Note
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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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
Create Reminder
Adding reminders for the projects
Trigger
Instant
Try It
New Contact
Triggered every time a new contact is created for a profile in BuzzBoard Insights.
Trigger
Instant
Try It
New Note
Triggers when a new Note is added to a profile (Note contains date reminder)
Trigger
Instant
Try It
Contact Updated
Updates an existing contact.
Trigger
Instant
Try It
New Email to Facebook Custom Audience
Triggers an email address to an existing custom audience.
Trigger
Instant
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Note Updated
Updates an existing note.
Trigger
Instant
Try It
- Record Id
- Business Name
  Required
- Website
- Email Address
- Street Address
- City
- State
- Zipcode
- Country
- Business Phone
- BB Enrich
Action
Write
- Business Name
  Required
- First Name
- Last Name
  Required
- Phone Number
- Email
  Required
- Mobile Number
- Profile Id
Action
Write
- Contact Id
  Required
- First Name
- Last Name
- Phone Number
- Email
- Mobile Number
Action
Write
- Profile Id
- Business Name
- Website
- Record Id
- Zipcode
- City
- State
- Country
- Email
- Phone
- Address
- First Name
- Last Name
Action
Write

About BuzzBoard Ignite

BuzzBoard Ignite is a data intelligence platform, sources 1000s of robust data points on SMBs. Plug-in to start streaming real-time intelligence.

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Related categories

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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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Related categories

CRM (Customer Relationship Management)

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