Clio + Contractor+

Clio + Contractor+ integrations

Create Contractor+ leads from new Clio activities

Effortlessly streamline your legal practice's lead management with this Clio and Contractor+ automation. Whenever there's a new activity in Clio, a lead will be instantly created in the Contractor+ app, ensuring all your potential clients are promptly added to your pipeline. Save time and stay organized by letting this workflow handle your lead generation process.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Clio and Contractor+

Discover other triggers and actions you can use with Clio and Contractor+

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
- State
Trigger
Polling
Try It
Client List
Triggers when client list is requested.
Trigger
Polling
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Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
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Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
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Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
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Invoice List
Triggers when invoices are requested.
Trigger
Polling
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Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
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Staff List
Triggers when staff list is requested.
Trigger
Polling
Try It
- Task_type
Trigger
Polling
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- Salutation
- First Name
  Required
- Last Name
- Client Type
  Required
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense Title
  Required
- Expense For
  Required
- Expense Description
- Payment Method
- Reference #
- Expense Category ID
  Required
- Reimburse To
- Amount
  Required
- Total Expense Amount
- Expense Date
  Required
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead Type
- Salutation
- First Name
  Required
- Last Name
- Description
- Lead Status
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order Title
  Required
- Work Order Date
  Required
- Client ID
  Required
- Property ID
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Property Zip
  Required
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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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
Create Client
Creates a new client.
Trigger
Instant
Try It
Countries
Triggers when countries are requested.
Trigger
Polling
Try It
Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
Try It
Get Leads
Triggers when leads are requested.
Trigger
Polling
Try It
Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
Try It
- Country
Trigger
Polling
Try It
Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Estimate Date
  Required
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount Type
  Required
- Discount Mode
  Required
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
  Required
- Billing State Id
  Required
- State
  Required
- Billing Zip
  Required
- Billing Country
  Required
- Invoice Date
  Required
- Payment Due Date
  Required
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO Number
  Required
- Number of Line Items
- Discount Type
  Required
- Discount Percentage Type
  Required
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client ID
  Required
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- City
  Required
- Street 1
  Required
- Street 2
- Zip Code
  Required
- Lockbox Code
- Gate Code
Action
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 Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

HelpHelp

Related categories

Scheduling & Booking