Clio Integrations
Do More With Clio
Zapier allows you to instantly connect Clio with 1,500+ apps to automate your work and find productivity super powers.
Create Gmail label from new Clio matters
If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.
Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.
How It Works
- A new matter is created in Clio
- Zapier automatically creates a new label in Gmail
What You Need
- Clio account
- Gmail account
Add a tag to Evernote when you create a new Clio matter
Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This automation creates a new tag in Evernote from the name of a new matter added to Clio, allowing you to send notes with that tag into the practice management tool .
How It Works
- Zapier keeps an eye on Clio, looking for new matters
- When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote
What You Need
- Clio account
- Evernote account
Turn Clio Matters Into New Google Contacts
Using Clio is a great way to organize your law practice, but sometimes you need to keep information like contacts inside another app. Enter Zapier, which can help you seamlessly move data from one app to another without you having to do any manual work yourself. When you create a new matter in Clio, the contact information will automatically be sent over to Google Contacts to create a brand new contact.
How it works
- You create a new matter in Clio
- Zapier automatically creates a contact in Google Contact with that same information
What you'll need
- A Clio account
- A Google account
- A Zapier account
Add new Clio contacts to a MailChimp list
Looking to automate your MailChimp lists for convenient client followup or marketing to your law firm leads? This Clio to MailChimp integration monitor your Clio account and automatically add new Clio contacts to a MailChimp mailing list for you.
How It Works
- A new contact is added to Clio
- Zapier adds the contact to a specified MailChimp list
What You Need
- Clio account
- MailChimp account
Create Clio matters from Google Forms responses
Do you use your website to obtain new clients for your law firm? Why not send any new leads you have directly into Clio? Zapier can help you do just that!
Note: To use this integration you'll need a live form that's set up to collect responses in a spreadsheet.
How this Google Forms-Clio integration works
- You have a new response on your form
- Zapier creates a new matter
Apps involved
- Google Forms
- Clio
Why Zapier?
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
Clio Integration Details
Launched on Zapier July 31, 2014
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.
Zapier combines Triggers (like "New Contact") and Actions (like "Create Matter") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Clio Triggers, Searches, and Actions are supported by Zapier:
Creates a new matter.
Creates a person contact.
Creates a new task.
Assign a Task Template List.
Updates an existing company contact.
Creates a new calendar entry.
Creates a new communication.
Creates a company contact.
Creates a new expense entry.
Creates a new folder in a matter.
Creates a new matter note.
Creates a new time entry.
Updates an existing person contact.
Update an existing matter.
Updates a task.
Triggers when a new contact is created.
Triggers when a new matter is created.
Triggers when a new task is created.
Triggers when a new activity is created.
Triggers when a new bill is created.
Triggers when the state of a bill has changed.
Triggers when a new calendar entry is created.
Triggers when a new communication is created.
Triggers when a new document is created.
Triggers when the status of a matter has changed.
Triggers when a new matter note is created.
Triggers when the status of a task has changed.
Find a matter by display number, description, or client name.
Find a Company Contact, by name, email or phone number.
Find a person contact by first name, last name, email or phone number.
Find a user by name.
Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.
Become a Zapier Integration Partner