Create Gmail label from new Clio matters
Clio + Gmail
Clio Integrations
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Clio Integration Details
Launched on Zapier:
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, and Actions are supported by Zapier:
Triggers
InstantNew Contact
Triggers when a new contact is created.
InstantNew Task
Triggers when a new task is created.
InstantNew Bill
Triggers when a new bill is created.
InstantNew Calendar Entry
Triggers when a new calendar entry is created.
New Document
Triggers when a new document is created.
New Matter Note
Triggers when a new matter note is created.
InstantNew Matter
Triggers when a new matter is created.
InstantNew Activity
Triggers when a new activity is created.
InstantBill State Updated
Triggers when the state of a bill has changed.
InstantNew Communication
Triggers when a new communication is created.
InstantMatter Status Updated
Triggers when the status of a matter has changed.
InstantTask Status Updated
Triggers when the status of a task has changed.
Actions
Create Matter
Creates a new matter.
Create Task
Creates a new task.
Update Company Contact
Updates an existing company contact.
Create Communication
Creates a new communication.
Create Expense Entry (Activity)
Creates a new expense entry.
Create Matter Note
Creates a new matter note.
Update Person Contact
Updates an existing person contact.
Update Task
Updates a task.
Create Person Contact
Creates a person contact.
Assign Task Template List
Assign a Task Template List.
Create Calendar Entry
Creates a new calendar entry.
Create Company Contact
Creates a company contact.
Create Matter Folder
Creates a new folder in a matter.
Create Time Entry (Activity)
Creates a new time entry.
Update Matter
Update an existing matter.
Upload Document to Matter
Upload document to matter.
Searches
Find Matter
Find a matter by display number, description, or client name.
Find Matter by Custom Field
Find newest matter by custom field.
Find Company Contact
Find a Company Contact, by name, email or phone number.
Find Person Contact
Find a person contact by first name, last name, email or phone number.
Find Newest Matter by Client Email
Find newest matter by client email.
Find Bill
Finds a Bill by Client ID, Matter ID or Invoice number.
Find Contact by Custom Field
Find newest contact by custom field.
Find User
Find a user by name.
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