Clio Integrations

Do more with Clio

Zapier allows you to instantly connect Clio with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Gmail

Email +1Email, Google

72 Integrations

Google Sheets

Google +1Google, Spreadsheets

96 Integrations

Trello

Project Management

216 Integrations

Connect Clio to 2,000+ Apps

  • Create Gmail label from new Clio matters

    Clio + Gmail

    Try It
  • Add a tag to Evernote when you create a new Clio matter

    Clio + Evernote

  • Turn Clio Matters Into New Google Contacts

    Clio + Google Contacts

  • Add new Clio contacts to a MailChimp list

    Clio

  • Create Clio matters from Google Forms responses

    Google Forms + Clio

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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