Clio + Gavel Integrations
How to connect Clio + Gavel
Zapier lets you send info between Clio and Gavel automatically—no code required.
Top companies trust Zapier to automate work and free up time
Popular Clio + Gavel workflows
Create Clio contacts when new Gavel workflows complete
Create Clio contacts when new Gavel workflows completeCreate Clio matters when new workflows are completed in Gavel
Create Clio matters when new workflows are completed in GavelCreate sessions in Gavel and send Microsoft Outlook emails for new Clio contacts
Create sessions in Gavel and send Microsoft Outlook emails for new Clio contactsSend Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
Send Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Do Even More with Clio + Gavel
With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Clio + Gavel workflows do more for them.
Zapier users love adding Microsoft Outlook to their workflows
Create sessions in Gavel and send Microsoft Outlook emails for new Clio contacts
Create sessions in Gavel and send Microsoft Outlook emails for new Clio contactsPremiumZapier users love adding Microsoft Outlook to their workflows
Send Microsoft Outlook emails for sessions in Gavel when new matters are added in Clio
Send Microsoft Outlook emails for sessions in Gavel when new matters are added in ClioPremium
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- New CommunicationTriggers when a new communication is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DocumentTriggers when a new document is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Gavel
Triggers when a workflow is completed.
Instant
Trigger
- Gavel
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
Scheduled
Action
How Clio + Gavel Integrations Work
- Step 1: Authenticate Clio and Gavel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
About Gavel
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.