Clio + Contractor+
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create LeadCreates a new lead.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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
Client List
Triggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get All Payment Modes
Triggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice List
Triggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Sources List
Triggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStaff List
Triggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalutation
First NameRequired
Last Name
Client TypeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense TitleRequired
Expense ForRequired
Expense Description
Payment Method
Reference #
Expense Category IDRequired
Reimburse To
AmountRequired
Total Expense Amount
Expense DateRequired
Property Street 1
Property Street 2
Property Country
Property State
Property City
Property Zip
Is Tax Included
Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead TypeRequired
Salutation
First NameRequired
Last Name
DescriptionRequired
Lead StatusRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Order TitleRequired
Work Order DateRequired
Client IDRequired
Property IDRequired
Property Street 1Required
Property Street 2
Property CityRequired
StateRequired
State IdRequired
CountryRequired
Property ZipRequired
Client Note
Admin Note
Terms & Conditions
Schedule Date
Show Delegate Work Order
Delegate To
Schedule Type
Is Any Time
Number of Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 foundCreate Client
Creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Countries
Triggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpense Categories
Triggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leads
Triggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Invoice
Creates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Lead
Creates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Statuses
Triggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Work Order
Creates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Estimate DateRequired
Estimate Doesn't Expire?
Expiration Date
Pass Processing Fee To Client?
Send Overdue Reminder?
Number of Line Items
Discount TypeRequired
Discount ModeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Invoice DateRequired
Payment Due DateRequired
Pass Processing Fee To Client?
Send Overdue Reminder?
PO NumberRequired
Number of Line Items
Discount TypeRequired
Discount Percentage TypeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Property Tenant Name
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Country
State ID
State
CityRequired
Street 1Required
Street 2
Zip CodeRequired
Lockbox Code
Gate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Clio
Related categories
