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How Zapier works

Zapier makes it easy to integrate Clio with Divorcepath - no code necessary. See how you can get setup in minutes.

Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from Divorcepath

An action is what takes place after the automation is triggered. For example, with Divorcepath, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clio to Divorcepath

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Triggers and actions are the main components of every automated workflow.

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Level up your Clio to Divorcepath integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Clio + Divorcepath integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Divorcepath

What is Clio?

Clio is a cloud-based legal practice management software that helps law firms manage cases, clients, documents, bills, and schedules from a single platform.

What is Divorcepath?

Divorcepath is a tool that provides detailed calculations for the financial aspects of divorce settlements, helping clients understand the monetary implications of decisions.

How do I set up Clio to integrate with Divorcepath?

To set up the integration between Clio and Divorcepath, you will need to use our platform to create a Zap. Start by selecting Clio as the trigger app and Divorcepath as the action app in your Zap configuration. You can customize actions such as updating client information or syncing documents based on your preferences.

Which triggers from Clio can be used for an integration with Divorcepath?

Triggers available from Clio include new matter created, updated task, new contact added, or bill issued. These triggers can initiate corresponding actions in Divorcepath through our integration setup.

Can I automatically update client data in Divorcepath when it changes in Clio?

Yes, you can automate updates from Clio to Divorcepath. By setting up a trigger on contact updates in Clio through our integration platform, you can ensure that relevant client data is updated in Divorcepath efficiently without manual input.

Are there any specific fields or data types we should be aware of when integrating these platforms?

When integrating Clio with Divorcepath, it's important to map corresponding fields correctly. Common fields include client names, case identifiers, financial details and dates. Ensuring accurate mapping supports seamless data transfer between the systems.

Is it possible to generate reports in Divorcepath based on activities initiated through Clio?

Reports in Divorcepath can be driven by activities logged in Clio once integrated. The integration allows for automatic report generation by using distinct triggers like matter changes or financial updates initiated in your workflow using our service.

Connect Clio and Divorcepath to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Clio triggers, actions, and search
    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
  • Clio triggers, actions, and search
    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type
    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search
    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
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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 more
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CRM (Customer Relationship Management)
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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
divorcepath logo
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About Divorcepath
Divorcepath Pro Tools powers family law practices across Canada. Calculate support, create court forms & documents, manage client intake and grow your practice.
Related categories
Documents

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