Log new Clio activities and create corresponding time entries
Effortlessly track your time and stay organized with this Clio workflow. Once a new activity is created in Clio, a corresponding time entry will be generated, ensuring accurate and consistent timekeeping across your tasks. Improve efficiency and productivity in your legal practice with this seamless automation.
Effortlessly track your time and stay organized with this Clio workflow. Once a new activity is created in Clio, a corresponding time entry will be generated, ensuring accurate and consistent timekeeping across your tasks. Improve efficiency and productivity in your legal practice with this seamless automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Time Entry (Activity)
Creates a new time entry.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
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- Create matters in Clio from new messages created in AnswerConnect
Related Zap Templates
- Create Gmail labels from new Clio matters
- Add tags to Evernote with new Clio matters
- Create new RingCentral contacts from new Clio contacts
- Create contacts in Clio for new lead form entries in Google Ads
- Create new Clio matters for new Jotform submissions
- Create projects in Motion for new matters in Clio
- Create Clio tasks from new Microsoft Outlook emails
- Upload new Clio documents to OneDrive files automatically
- Create new Clio notes from new RingCentral call recordings
- Create Clio person contacts from new Calendly invitees
- Create folders in OneDrive for new Clio matters to streamline organization
- Create new Clio contacts from new Wix forms entries
- Manage new tasks in Clio by adding them to TickTick instantly
- Create new matter folders in Clio when new matters are added
- Add new contacts to Contacts+ to create clients in Clio
- Add new Clio matters to Google Sheets as rows
- Create projects in Motion for new Clio contacts
- Create Clio matters when new workflows are completed in Gavel
- Send emails in Zoho Mail for new Clio activities
- Create rows in Microsoft Excel for new matters in Clio
- Add new contacts in Clio Contact to Pipefile
- Create new Clio communications from labeled Gmail emails
- Create tasks in Google Tasks from new tasks in Clio for seamless workflow management
- Create new Trello boards from new matters in Clio
- Add new Clio contacts to Google Ads customer list with email
- Create ShareFile folders from Clio matters
- Save new Clio contacts to ShareFile as new client users
- Send new Clio clients a RightSignature template for signature
- Populate WebMerge document templates with info from new Clio matters
- Create TimeHero tasks from new tasks in Clio
- Pull resume data using CandidateZip from new files in OneDrive to create new persons in Clio
- Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
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- Turn new Clio Matters into Google Contacts
- Log new Microsoft Outlook emails and create time entries in Clio
- Create new person contacts in Clio from new submissions in Jotform
- Create Asana projects from new Clio matters
- Create multiple spreadsheet rows in Google Sheets for every new matter in Clio
- Create Clio matters from new Google Forms responses
- Create items in monday.com from new matters in Clio
- Create new Constant Contact contacts from new Clio contacts
- Add new Clio matters to Constant Contact contact list
- Create tasks in Clio from new flagged emails in Microsoft Outlook
- Create new Todoist projects from new matters in Clio
- Create Google Ads offline conversions from new Clio contacts
- Create new ClickUp tasks when Clio task statuses are updated
- Create new Clio contacts from Gravity Forms submissions
- Create contacts in Microsoft Outlook for new contacts in Clio
- Upload new RingCentral call recordings as documents to Clio matters
- Create people in Clio via new Wufoo forms
- Create new Clio contacts from WPForms form entries
- Create Clio calendar entries from new Microsoft Outlook events
- Create new tasks in Clio whenever new tasks are added to Google Tasks
- Create updates in monday.com for new contacts in Clio
- Manage new Clio matters by creating contacts in Pipefile effortlessly
- Create new Clio contacts from new Cognito Forms entries
- Create new contacts, matters, and calendar entries in Clio from new Acuity Scheduling appointments
- Manage new Jotform submissions by creating tasks in Clio
- Send SMS messages when new communications are created in Clio
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- Create Webmerge contracts for new clients in Clio
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- Get notified when contacts upload new documents to Clio
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- Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
- Create communications in Clio from new forms submitted in DocupletionForms
- Add new Clio contacts to Mailchimp lists
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- Create Gmail labels for new matters in Clio
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- Create or update Quo contacts from new Clio activities
- Create Slack channel messages for new Clio matters
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- Create Microsoft To Do tasks for new Clio tasks
- Create tasks in Clio for every new message posted in Slack channels
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- Add rows in Microsoft Excel for new contacts in Clio
- Create and send Microsoft Teams channel messages for new Clio matters
- Create Constant Contact contacts from new Clio activities
- Automatically upload new Clio documents to Dropbox as files
- Create Gmail drafts when matter statuses are updated in Clio
- Add new Evernote notes to Clio matters
- Create calendar entries in Clio for new Calendly invitees
- Create clients in Content Snare from new activities in Clio
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- Upload new Microsoft SharePoint files to Clio as documents
- Update Google Tasks when task status updates in Clio
- Create WebMerge documents from new Clio matters
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- Create ServeManager jobs from new Clio matters
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