Clio + Convoso
Clio + Convoso
Clio + Convoso integrations
Update Convoso leads when new contacts are added in Clio
Effortlessly manage your Clio contacts and Convoso leads with this seamless workflow. When you add a new contact in Clio, the lead information in Convoso will be updated right away. Keep your contacts and leads consistently up-to-date across both platforms, staying organized and saving time.
- When this happens...
New ContactTriggers when a new contact is created.TriggerInstant - automatically do this!
Lead: UpdateThis is to update lead data in convosoActionWrite
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More things you can do with Clio and Convoso
Discover other triggers and actions you can use with Clio and Convoso
New ActivityTriggers 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 plan - New 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 app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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
Campaign EventTriggers when a new convoso campaign workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Inbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Queue Event
Triggers when a new Convoso queue workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Callback IDRequired
- User ID
- Recipient
- Comments
- Callback Time Zone
- Callback Time
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign IDRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List IDRequired
- Name
- Campaign ID
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StatusRequired
- Status NameRequired
- Hex Color
- Final OptionRequired
- Reached OptionRequired
- Success OptionRequired
- DNC OptionRequired
- Callback OptionRequired
- Contact OptionRequired
- Voicemail OptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- User
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign ID
- Comments
- Callback ID
- Lead ID
- List ID
- Recipient Type
- User ID
- Stage
- Offset
- Limit
- Start Date
- End Date
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ignore this Field
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDRequired
- Start Time
- End Time
- Offset
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- StatusRequired
- List ID
- Campaign ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- User EmailRequired
- Start Date & Time
- End Date & Time
- Offset
- Limit
ActionThis is an event a Zap performs.SearchFind existing data 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 plan - Task 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 app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- Search 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- Email Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Event
Triggers when a new convoso list workflow event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Phone NumberRequired
- Country CodeRequired
- Campaign IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Campaign ID
- Queue ID
- User ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead IDRequired
- User ID
- RecipientRequired
- Comments
- Callback Time ZoneRequired
- Callback TimeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call Log IDRequired
- Extra Field 01
- Extra Field 02
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Phone NumberRequired
- Phone CodeRequired
- Campaign IDRequired
- Update Lead Status
- Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Status
- Check for Duplicates
- Check for Duplicates in Archived Leads
- Check the DNC
- Check the Wireless List
- Hopper
- Hopper Priority
- Hopper Expires In
- BlueInk Digital Token
- Reject by Carrier Type
- Filter Phone Code
- Update if Found
- Search Campaign ID
- Search List ID
- Update Order by Last Called Time
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Campaign IDRequired
- Description
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call Log ID ★Required
- Revenue
- Return
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- StatusRequired
- Status NameRequired
- Hex Color
- Final Option
- Reached Option
- Success Option
- DNC Option
- Callback Option
- Contact Option
- Voicemail Option
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Start Date
- End Date
- Campaign IDs
- List IDs
- User IDs
- Status IDs
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- Campaign ID
- Queue ID
- List ID
- User ID
- Call Type
- Called Count
- Status
- Phone Number
- First Name
- Last Name
- Start Time
- End Time
- Limit
- Offset
- Order
- Include Recordings
ActionThis is an event a Zap performs.SearchFind existing data in your app- DNC ID
- Campaign ID
- Phone Number
- Phone Code
- Insert Date
- Offset
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead ID
- User ID
- Created At (Start Date)
- Created At (End Date)
- Last Call (Start Date)
- Last Call (End Date)
- Offset
- Return Count Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- Query
ActionThis is an event a Zap performs.SearchFind existing data in your app- User's Email, First Name, Last Name
- Offset
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app
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.
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