Clio

Clio + ClicData Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and ClicData, with as many as 36 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + ClicData and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Document

Triggers when a new document is created.

Reload Data

Reloads a data source by deleting all rows and reloading the entire table. All data sets that can be refreshed can be reloaded from its source data.

New Communication

Triggers when a new communication is created.

Append Data

Appends data to a data set by adding rows to the end of the existing data set. Specify which rows to add by using filters or delta loads in the data properties.

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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.

ClicData is a business intelligence platform that lets you centralize and organize your data in one place and publish beautiful dashboards automatically.

See ClicData Integrations