Create Gmail label from new Clio matters
Clio + Gmail
Zapier allows you to instantly connect Clio with 2,000+ apps to automate your work and find productivity super powers.
Clio + Gmail
Clio + Evernote
Clio + Google Contacts
Clio + Mailchimp
Google Forms + Clio
Streamline your law firm's matter management with Clio and Zapier. Focus your efforts on connecting with clients while Zapier and Clio automatically track progress, manage billing, and analyze reports. Zapier will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.
Here are some creative ways to use Clio with Zapier:
Use your inbox as your client management hub. Whenever you label an email in Gmail, Zapier will create a communication in Clio.
Easily prioritize your daily tasks by having Zapier create a card in a Trello board whenever a new matter is created in Clio.
Be sure all members of your firm are on the same schedule. Zapier will create calendar entries in Clio whenever you add new events to your Google Calendar.
The following Clio Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers when a new contact is created.
Triggers when a new task is created.
Triggers when a new bill is created.
Triggers when a new calendar entry is created.
Triggers when a new document is created.
Triggers when a new matter note is created.
Triggers when a new matter is created.
Triggers when a new activity is created.
Triggers when the state of a bill has changed.
Triggers when a new communication is created.
Triggers when the status of a matter has changed.
Triggers when the status of a task has changed.
Creates a new matter.
Creates a new task.
Updates an existing company contact.
Creates a new communication.
Creates a new expense entry.
Creates a new matter note.
Updates an existing person contact.
Updates a task.
Creates a person contact.
Assign a Task Template List.
Creates a new calendar entry.
Creates a company contact.
Creates a new folder in a matter.
Creates a new time entry.
Update an existing matter.
Upload document to matter.
Find a matter by display number, description, or client name.
Find newest matter by custom field.
Find a Company Contact, by name, email or phone number.
Find a person contact by first name, last name, email or phone number.
Find or Create Company Contact
Find or Create Person Contact
Find newest matter by client email.
Finds a Bill by Client ID, Matter ID or Invoice number.
Find newest contact by custom field.
Find a user by name.
Find or Create a Matter