Clio Integrations

Name: Zapier
Availability: InStock

Put Clio to work with AI and enterprise-grade automation

Automate smarter with Clio and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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9,000+ apps, 450+ AI tools
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Or pick an app to pair with

Jotform

Forms & Surveys

Airtable

Databases

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

Google Drive

File Management & Storage, Google

RingCentral

Phone & SMS

Dropbox

File Management & Storage

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Jotform

Forms & Surveys

Airtable

Databases

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

Google Drive

File Management & Storage, Google

RingCentral

Phone & SMS

Jotform

Forms & Surveys

Airtable

Databases

Microsoft Outlook

Calendar, Email, Microsoft

monday.com

Project Management

Google Drive

File Management & Storage, Google

RingCentral

Phone & SMS

Dropbox

File Management & Storage

Google Forms

Forms & Surveys, Google

HubSpot

Marketing Automation

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Create Gmail labels from new Clio matters
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Clio + Gmail
Turn new Clio Matters into Google Contacts
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Clio + Google Contacts
Add new Clio contacts to Mailchimp lists
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Clio + Mailchimp
Add tags to Evernote with new Clio matters
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Clio + Evernote
Log new Microsoft Outlook emails and create time entries in Clio
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Microsoft Outlook + Clio
Send new Clio matters to Google Ads as offline conversions
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Clio + Google Ads

Create Gmail labels from new Clio matters

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Clio + Gmail

Turn new Clio Matters into Google Contacts

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Clio + Google Contacts

Add new Clio contacts to Mailchimp lists

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Clio + Mailchimp

Add tags to Evernote with new Clio matters

Details

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Clio + Evernote

Log new Microsoft Outlook emails and create time entries in Clio

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Microsoft Outlook + Clio

Send new Clio matters to Google Ads as offline conversions

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Clio + Google Ads

Create new RingCentral contacts from new Clio contacts

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Clio + RingCentral

Create new person contacts in Clio from new submissions in Jotform

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Jotform + Clio

Create Gmail labels for new matters in Clio

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Clio + Gmail

Create contacts in Clio for new lead form entries in Google Ads

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Google Ads + Clio

Create Asana projects from new Clio matters

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Clio + Asana

Create new Divorcepath clients from new matters in Clio

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Clio + Divorcepath

Create new RingCentral contacts from new Clio contacts
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Clio + RingCentral
Create new person contacts in Clio from new submissions in Jotform
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Jotform + Clio
Create Gmail labels for new matters in Clio
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Clio + Gmail
Create contacts in Clio for new lead form entries in Google Ads
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Google Ads + Clio
Create Asana projects from new Clio matters
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Clio + Asana
Create new Divorcepath clients from new matters in Clio
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Clio + Divorcepath

Clio integration details

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.

Connect Clio to 9,000+ apps

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 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
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New Document
Triggers when a new document is created.
Trigger
Polling
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- 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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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

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
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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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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

For builders

Let your AI safely access Clio

Go beyond Zap workflows. Install Zapier in your AI to call Clio actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Clio from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Assign Task Template List
Update Company Contact

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Clio actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Clio connection @ https://zapier.com/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "clio", owner: "me" });

await zapier.runAction({
  app: 'clio',
  action: 'assign_task_list',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Clio Help & Support

Common issues

How to get started with Clio on Zapier

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clio Integrations

Put Clio to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create Gmail labels from new Clio matters