Clio + Clio
Clio + Clio
Clio + Clio integrations
Create new matter folders in Clio when new matters are added
Effortlessly coordinate your practice management with this useful Clio workflow. Once a new matter is added in your Clio app, a corresponding matter folder is promptly created, ensuring your information is well-organized and readily accessible. This automation increases efficiency, keeps your practice neatly structured, and eliminates the hassle of manually creating new folders.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!Create Matter FolderCreates a new folder in a matter.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Clio
Discover other triggers and actions you can use with Clio
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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
Similar apps
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
Related Zap Templates
- Create Gmail labels from new Clio matters
- Turn new Clio Matters into Google Contacts
- Add new Clio contacts to Mailchimp lists
- Add tags to Evernote with new Clio matters
- Log new Microsoft Outlook emails and create time entries in Clio
- Send new Clio matters to Google Ads as offline conversions
- Create new RingCentral contacts from new Clio contacts
- Create new person contacts in Clio from new submissions in Jotform
- Create Gmail labels for new matters in Clio
- Create contacts in Clio for new lead form entries in Google Ads
- Create Asana projects from new Clio matters
- Create new Divorcepath clients from new matters in Clio
- Create new Clio matters for new Jotform submissions
- Create multiple spreadsheet rows in Google Sheets for every new matter in Clio
- Create Dialpad actions for new Clio contacts
- Create projects in Motion for new matters in Clio
- Create Clio matters from new Google Forms responses
- Create Clio person contacts from new Squarespace Forms form submissions
- Create Clio tasks from new Microsoft Outlook emails
- Create items in monday.com from new matters in Clio
- Create new Clio tasks from Microsoft To Do's new tasks
- Upload new Clio documents to OneDrive files automatically
- Create new Constant Contact contacts from new Clio contacts
- Create or update Quo contacts from new Clio activities
- Create new Clio notes from new RingCentral call recordings
- Create Slack channel messages for new Clio matters
- Add new Clio matters to Constant Contact contact list
- Create Clio person contacts from new Calendly invitees
- Create tasks in Clio from new flagged emails in Microsoft Outlook
- Create new Clio contacts from new Jotform submissions
- Create folders in OneDrive for new Clio matters to streamline organization
- Create new Todoist projects from new matters in Clio
- Create Microsoft To Do tasks for new Clio tasks
- Create new Clio contacts from new Wix forms entries
- Create Google Ads offline conversions from new Clio contacts
- Create tasks in Clio for every new message posted in Slack channels
- Manage new tasks in Clio by adding them to TickTick instantly
- Create new ClickUp tasks when Clio task statuses are updated
- Create or update Quo contacts whenever new contacts appear in Clio
- Create new Clio contacts from Gravity Forms submissions
- Add rows in Microsoft Excel for new contacts in Clio
- Add new contacts to Contacts+ to create clients in Clio
- Create contacts in Microsoft Outlook for new contacts in Clio
- Upload new Clio documents to OneDrive files automatically
- Create and send Microsoft Teams channel messages for new Clio matters
- Add new Clio matters to Google Sheets as rows
- Upload new RingCentral call recordings as documents to Clio matters
- Create Constant Contact contacts from new Clio activities
- Create projects in Motion for new Clio contacts
- Create people in Clio via new Wufoo forms
- Create Clio matters when new workflows are completed in Gavel
- Automatically upload new Clio documents to Dropbox as files
- Create new Clio contacts from WPForms form entries
- Create Gmail drafts when matter statuses are updated in Clio
- Send emails in Zoho Mail for new Clio activities
- Create Clio calendar entries from new Microsoft Outlook events
- Add new Evernote notes to Clio matters
- Create rows in Microsoft Excel for new matters in Clio
- Create new tasks in Clio whenever new tasks are added to Google Tasks
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 Clio contacts from Gravity Forms submissions
- Create contacts in Microsoft Outlook for new contacts in Clio
- Add new Clio matters to Google Sheets as rows
- Create projects in Motion for new Clio contacts
- Automatically upload new Clio documents to Dropbox as files
- Send emails in Zoho Mail for new Clio activities
- Create rows in Microsoft Excel for new matters in Clio
- 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
- Create Slack channel messages for new Clio matters
- 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
- Add rows in Microsoft Excel for new contacts in Clio
- Upload new Clio documents to OneDrive files automatically
- 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
- Add new Clio contacts to Mailchimp lists
- Send new Clio matters to Google Ads as offline conversions
- Create Gmail labels for new matters in Clio
- Create new Divorcepath clients from new matters in Clio
- Create Dialpad actions for new Clio contacts
- Create Clio person contacts from new Squarespace Forms form submissions
- Create new Clio tasks from Microsoft To Do's new tasks
- Create or update Quo contacts from new Clio activities
- Add new Clio matters to Constant Contact contact list
- Create new Clio contacts from new Jotform submissions
- Create Microsoft To Do tasks for new Clio tasks
- Create tasks in Clio for every new message posted in Slack channels
- Create or update Quo contacts whenever new contacts appear in Clio
- Add new contacts to Contacts+ to create clients in Clio
- Create and send Microsoft Teams channel messages for new Clio matters
- Create Constant Contact contacts from new Clio activities
- Create Clio matters when new workflows are completed in Gavel
- Create Gmail drafts when matter statuses are updated in Clio
- Add new Evernote notes to Clio matters