Create integrations between Clinked and Clio to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Clinked 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.
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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.
New Group
Triggers when new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContext TypeRequired
Context IDRequired
File IDRequired
Friendly NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
NameRequired
Description
Location
Start DateRequired
End DateRequired
All Day Event
Date Reminder
Recurrence
Recurrence End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Folder
FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Friendly NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Friendly NameRequired
ContentRequired
SharingRequired
Member Permission
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Emails of members you would like to inviteRequired
MessageRequired
PermissionRequired
Send a reminder after 3 daysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
NameRequired
Description
Status
Category
Due Date
Date Reminder
Time Zone
Recurrence
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Folder
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Folder
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
Folder
File NameRequired
FileRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Friendly NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroupRequired
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
GroupRequired
IdRequired
TriggerRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGroupRequired
Friendly NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
EventRequired
Name
Description
Location
Assign yourself
Start Date
End Date
All Day Event
Date Reminder
Recurrence
Recurrence End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Folder
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Name of the Group DuplicateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
IdRequired
New note contentRequired
Friendly Name
Sharing
Member Permission
Version Summary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
IdRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
Folder
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroupRequired
NameRequired
Description
Location
Start DateRequired
End DateRequired
All Day Event
Date Reminder
Recurrence
Recurrence End Date
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroupRequired
Folder
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroupRequired
NameRequired
Friendly NameRequired
ContentRequired
SharingRequired
Member Permission
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroupRequired
NameRequired
Description
Status
Category
Due Date
Date Reminder
Time Zone
Recurrence
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found