Clio + Delivra

Clio + Delivra integrations

Create or update Delivra contacts when new Clio contacts are added

Effortlessly manage your contacts between Clio and Delivra with this seamless workflow. Whenever a new contact is added in Clio, this automation ensures that the contact is created or updated in Delivra as well. Stop wasting time on manual data entry and keep your contact lists consistently up-to-date across both platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create/Update ContactCreates a new contact or updates an existing contact based on email address. Can be used to send a Welcome or Confirm Opt-In email.
ActionWrite

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More things you can do with Clio and Delivra

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

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
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
- Category
Trigger
Polling
Try It
New Abandoned Cart
Triggers when a new abandoned cart is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
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Updated Abandoned Cart
Triggers when an abandoned cart gets updated.
Trigger
Polling
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Updated Order
Triggers when an Order is updated.
Trigger
Polling
Try It
- Email Address
  Required
- Contact Status
- First Name
- Last Name
- Title
- Phone Number
- Company
- Birthday
- Lead Stage
- Address
- City
- State
- Zip
- Country
- Lead Source First Touch
- Lead Source Last Touch
- Lead Source Url
- Lead Source GCLID
- Lead Source FBCLID
- Lead Source Landing Url
Action
Write
- Email Address
  Required
Action
Write
- Email Address
  Required
- Cart Token
  Required
- eCommerce Portal
  Required
- Recovery Url
- Created Date
- Last Updated
- Cart Total
- Recovered Date
- Recovered Order ID
Action
Write
- Meeting ID
  Required
- Host ID
- Topic
- Start Time
- Duration
- Description
- Join Url
- Status
Action
Write
- Email Address
  Required
- External Order ID
  Required
- eCommerce Portal
  Required
- Order Number
- Customer ID
- Created Date
- Modified Date
- Completed Date
- Status ID
- Status Code
- IP Address
- User Agent
- Order Notes
- Customer Message
- Currency ID
- Currency Code
- Exchange Rate
- Items Total
- Sub Total
- Shipping
- Tax
- Discount
- Total
- Shipping Method
- Shipping Weight
- Payment Method
- Payment Method ID
- Payment Status
Action
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
- Category
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Unsubscribe
Triggers when contacts unsubscribe.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact gets updated.
Trigger
Polling
Try It
- Contact Email Address or ID
  Required
Action
Write
- Contact Email Address or ID
  Required
- Category Name or ID
  Required
Action
Write
- Email Address
  Required
Action
Write
- Cart Token
  Required
- eCommerce Portal
  Required
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Meeting ID
  Required
- Meeting Attendance ID
  Required
- Attendance Cost
- Attendance Status
- Attendance Confirmed
Action
Write
- External Order ID
  Required
- eCommerce Portal
  Required
- Product ID
- Product Sku
- Product Type
- Product Name
- Product Description
- Quantity
- Price
- Total Price
- Weight
- Fulfilled
- Product Image Url
- Color
- Size
- Product Url
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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About Delivra

Delivra is a robust multi-channel marketing automation platform used to keep your prospects informed through their customer journey. With intuitive data management and easy personalization tools, we make it easy to acquire, manage, and nurture leads through that other crucial period – after they’re your customer!

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