Clio + Close

Clio + Close integrations

Create and update custom Close activities for new Clio contacts

Effortlessly manage your contacts between Clio and Close with this seamless workflow. When a new contact is added in Clio, their info is immediately used to update a custom activity in Close. This ensures your team always has the most up-to-date information and helps streamline your client management processes.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update Custom ActivityUpdates an exisiting Custom Activity.
ActionWrite

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More things you can do with Clio and Close

Discover other triggers and actions you can use with Clio and Close

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- 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
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Search or write
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger Actions
  Required
- Custom Object Type
  Required
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It
- Type
- User ID
  Required
Trigger
Instant
Try It
- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
- Require these fields to be filled in
Trigger
Instant
Try It
- Object Type
  Required
- Action
  Required
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- Action
  Required
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Write
- Email ID
  Required
Action
Write
- Type
  Required
- Metrics
  Required
- Date Range
  Required
- Users
- groups
- Query
Action
Write
- Metrics
  Required
- Date Range
  Required
- Users
- Groups
- Query
Action
Write
- Template ID
  Required
- Lead Smart View or (deprecated) Search Query
  Required
- Exclude leads that already received this email template
  Required
- Contact Preference
  Required
- Send Done Email
  Required
- Email Acccount
Action
Write
- Lead
  Required
- Contact ID
- Phone Number
- Direction
- Duration
- Outcome
- Text
- Recording URL
- User ID
Action
Write
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Write
- Export Type
  Required
- Format
  Required
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- Name
  Required
- Query
  Required
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report Type
  Required
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Phone Number
  Required
- Call Forwarding Enable/Disable
  Required
- Forward to Number
Action
Write
- Call ID
  Required
- Contact
- Text
- Phone Number
- Duration
- Outcome
- Recording URL
Action
Write
- Custom Activity ID
  Required
- Custom Activity Type
  Required
- Status
- Pinned
Action
Write
- Lead ID
  Required
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity ID
  Required
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
- Attachments
Action
Write
- Smart View ID
  Required
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity Type
  Required
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result Limit
  Required
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Opportunity Contact ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
Action
Search
- Custom Activity Type
  Required
- Status
- Lead
  Required
- Search by Custom Activity ID
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Lead
- Contact ID
- Or Search by Opportunity ID
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Attachments
Action
Search or write
- Result Limit
  Required
- Lead ID
- User ID
- Direction
- Message Text
- External WhatsApp Message ID
- Local Phone
- Remote Phone
- Search by WhatsApp Message ID
- Lead ID
  Required
- Contact ID
  Required
- Direction
  Required
- Message Text
  Required
- Local Phone
  Required
- Remote Phone
  Required
- External WhatsApp Message ID
  Required
- Integration Link
- Response To Activity ID
- Activity At
- Attachments
- Send to Inbox
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- 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?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Field(s) Required to Trigger
Trigger
Instant
Try It
- Contact Smart View ID
  Required
Trigger
Polling
Try It
- Custom_activity_v2_instructions
- Custom Activity Type
  Required
- Filled-in fields
Trigger
Instant
Try It
- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Limitations
- Lead Smart View
- (deprecated) Search Query
Trigger
Polling
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Polling
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Lead ID
  Required
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
- Email Address
  Required
Action
Write
- Source Lead ID
  Required
- Destination Lead ID
  Required
Action
Write
- Send Done Email
  Required
- Type
  Required
- Lead Smart View or (deprecated) Search Query
  Required
Action
Write
- Action Type
  Required
- Smart View or (deprecated) Search Query
  Required
- Workflow ID
- Send Done Email
  Required
Action
Write
- Lead
  Required
- Contact
  Required
- Assigned To
  Required
- Text
  Required
- Date
Action
Write
- Lead
  Required
- Custom Activity Type
  Required
- Created By User
- Status
  Required
- Pinned
Action
Write
- Lead
  Required
- Contact
- Status
  Required
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
- Email Thread ID
- Attachments
Action
Write
- Email Address
  Required
- Role
  Required
Action
Write
- Lead ID
  Required
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Write
- Report breakdown
  Required
- Pipeline
  Required
- Report type
  Required
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- Lead
- Status
  Required
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
- Attachments
Action
Write
- Contact
  Required
- Workflow
  Required
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- Lead
  Required
- Contact ID
- Date Created
- Status
  Required
- Date Scheduled
- Local Phone
  Required
- Remote Phone
  Required
- Text
- Template
- Source
  Required
- Attachments
Action
Write
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
Action
Write
- Contact ID
  Required
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Custom Object ID
  Required
- Custom Object Type
  Required
- Custom Object Name
Action
Write
- Note ID
  Required
- Title
- Pinned
- Text Type
  Required
Action
Write
- Subscription
  Required
- Action
  Required
Action
Write
- Task ID
  Required
- Assigned To
- Contact
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Outcome
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Result Limit
  Required
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- Lead
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Result Limit
  Required
- Custom Object Type
  Required
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead ID
  Required
- Custom Object Type
  Required
- Custom Object Name
  Required
Action
Search or write
- Note Contains Words Starting With...
- Title Contains Words Starting With...
- Lead ID
  Required
- Or Search by Note ID
- Text Type
  Required
- Title
- Pinned
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- Lead
  Required
- Contact
- Date
- Text
  Required
- Is Complete
Action
Search or write

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.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Clio + Close

Clio + Close

Create and update custom Close activities for new Clio contacts

More things you can do with Clio and Close

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