Create matter notes in Clio for each new communication in Clio
Ensure seamless documentation of your case communications with this powerful integration. When new communications are recorded in Clio, corresponding matter notes are automatically created in the same app, saving you precious time while improving accuracy. This workflow simplifies tracking your client interactions and offers an effortless way to keep your cases neatly organized.
Ensure seamless documentation of your case communications with this powerful integration. When new communications are recorded in Clio, corresponding matter notes are automatically created in the same app, saving you precious time while improving accuracy. This workflow simplifies tracking your client interactions and offers an effortless way to keep your cases neatly organized.
- When this happens...
New CommunicationTriggers when a new communication is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Matter Note
Creates a new matter note.
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
Non-Billable
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
Related categories
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 matter folders in Clio when new matters are added
- 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
- Add new contacts in Clio Contact to Pipefile
- Create calendar entries in Clio for new Calendly invitees
- Create updates in monday.com for new contacts in Clio
- Create clients in Content Snare from new activities in Clio
- Create new Clio communications from labeled Gmail emails
- Manage new Clio matters by creating contacts in Pipefile effortlessly
- Update matters in Clio whenever new submissions occur in Jotform
- Create tasks in Google Tasks from new tasks in Clio for seamless workflow management
- Create new Clio contacts from new Cognito Forms entries
- Create person contacts in Clio when pipeline stages change in LeadConnector
- Create new Trello boards from new matters in Clio
- Create new contacts, matters, and calendar entries in Clio from new Acuity Scheduling appointments
- Upload new Microsoft SharePoint files to Clio as documents
- Add new Clio contacts to Google Ads customer list with email
- Update Google Tasks when task status updates in Clio
- Manage new Jotform submissions by creating tasks in Clio
- Create ShareFile folders from Clio matters
- Send SMS messages when new communications are created in Clio
- Create WebMerge documents from new Clio matters
- Save new Clio contacts to ShareFile as new client users
- Create ShareFile folders from new Clio matters
- Create new Clio tasks from new ShareFile files
- Send new Clio clients a RightSignature template for signature
- Create Webmerge contracts for new clients in Clio
- Create ServeManager jobs from new Clio matters
- Populate WebMerge document templates with info from new Clio matters
- Create matters in Clio from transcribed documents completed in Philips SpeechLive
- Add a new Client in New Freshbooks when a new Person is created in Clio
- Create TimeHero tasks from new tasks in Clio
- Get notified when contacts upload new documents to Clio
- Add new Clio contacts to LoyaltyLoop
- Pull resume data using CandidateZip from new files in OneDrive to create new persons in Clio
- Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail
- Add Clio person contacts by parsing resume data with CandidateZip from new files in Box
- Extract resume data with CandidateZip from new Dropbox files and create contacts in Daylite
- Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
- Create Precisely contracts when new Clio matters are created
- Create matters in Clio from new messages created in AnswerForce
- Create communications in Clio from new forms submitted in DocupletionForms
- Create Clio calendar events from new ClientRock meetings
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
- 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
- Add new contacts in Clio Contact to Pipefile
- Create clients in Content Snare from new activities in Clio
- Update matters in Clio whenever new submissions occur in Jotform
- Create person contacts in Clio when pipeline stages change in LeadConnector
- Upload new Microsoft SharePoint files to Clio as documents
- Manage new Jotform submissions by creating tasks in Clio
- Create WebMerge documents from new Clio matters
- Create new Clio tasks from new ShareFile files
- Create ServeManager jobs from new Clio matters
- Add a new Client in New Freshbooks when a new Person is created in Clio
- Add new Clio contacts to LoyaltyLoop
- Add Clio person contacts by parsing resume data with CandidateZip from new files in Box
- Create Precisely contracts when new Clio matters are created
- Create Clio calendar events from new ClientRock meetings
- 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
- 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
- Create calendar entries in Clio for new Calendly invitees
- 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
- Create matters in Clio from new messages created in AnswerForce
- 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 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
- 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
- Update Google Tasks when task status updates in Clio
- Send SMS messages when new communications are created in Clio
- Create ShareFile folders from new Clio matters
- Create Webmerge contracts for new clients in Clio
- Create matters in Clio from transcribed documents completed in Philips SpeechLive
- Get notified when contacts upload new documents to Clio
- Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail
- Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
- Create communications in Clio from new forms submitted in DocupletionForms