Clio Integrations

CRM (Customer Relationship Management)

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5,000+ supported apps

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Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Airtable

Databases

Trello

Project Management

RingCentral

Phone & SMS

Webhooks by Zapier

Developer Tools, Zapier

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

Paths by Zapier

Developer Tools, Zapier

Airtable

Databases

Trello

Project Management

Filter by Zapier

Developer Tools, Zapier

Google Sheets

Google, Spreadsheets

Gmail

Email, Google

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Quickly automate Clio integrations with Zapier's templates

Create Gmail labels from new Clio matters
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Clio + Gmail
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Label
See Zap details Try it
Create Gmail labels from new Clio matters
Create Gmail labels from new Clio matters
Clio + Gmail
Add tags to Evernote with new Clio matters
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Clio + Evernote
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Tag
See Zap details Try it
Add tags to Evernote with new Clio matters
Add tags to Evernote with new Clio matters
Clio + Evernote
Turn new Clio Matters into Google Contacts
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Clio + Google Contacts
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Contact
See Zap details Try it
Turn new Clio Matters into Google Contacts
Turn new Clio Matters into Google Contacts
Clio + Google Contacts
Add new Clio contacts to Mailchimp lists
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Clio + Mailchimp
More details
When this happens
Step 1: New Contact
Then do this
Step 2: Add/Update Subscriber
See Zap details Try it
Add new Clio contacts to Mailchimp lists
Add new Clio contacts to Mailchimp lists
Clio + Mailchimp
Create Clio matters from new Google Forms responses
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Google Forms + Clio
More details
When this happens
Step 1: New Form Response
Then do this
Step 2: Create Matter
See Zap details Try it
Create Clio matters from new Google Forms responses
Create Clio matters from new Google Forms responses
Google Forms + Clio
Add new Evernote notes to Clio matters
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Evernote + Clio
More details
When this happens
Step 1: New Note
Then do this
Step 2: Find Matter
Then do this
Step 3: Create Matter Note
See Zap details Try it
Add new Evernote notes to Clio matters
Add new Evernote notes to Clio matters
Evernote + Clio
Log new Toggl time entries in Clio
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Toggl + Clio
More details
When this happens
Step 1: New Time Entry
Then do this
Step 2: Create Time Entry (Activity)
See Zap details Try it
Log new Toggl time entries in Clio
Log new Toggl time entries in Clio
Toggl + Clio
Create Toggl projects from new Clio matters
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Clio + Toggl
More details
When this happens
Step 1: New Matter
Then do this
Step 2: Create Project
See Zap details Try it
Create Toggl projects from new Clio matters
Create Toggl projects from new Clio matters
Clio + Toggl

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 5,000+ apps

Supported triggers and actions

What does this mean?

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
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- 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
  Must be a Contact of type Company
Action
Write
- Task IDRequired
  ID number of the Task to be updated
- Name
- Description
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Notify Completion
Action
Write
- Api Docs Info
  API docs for Clio are located here http://api-docs.clio.com/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
  Search by name
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
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
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
Scheduled
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Description
- Activity Note
- DateRequired
- Price
  The expense amount.
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- 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
  Must be a Contact of type Company
Action
Write
- Description
- Activity Note
- DateRequired
- Time
  Enter in minutes
- Price
  The hourly or flat amount.
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
  Client Reference string for external uses.
- Matter Description
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
Action
Search
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- 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
  Must be a Contact of type Company
Action
Search or write

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.

Related categories

CRM (Customer Relationship Management)

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Popular Clio Integrations