Clio + Gavel

Create Clio contacts when new Gavel workflows complete

With this integration, you can fully integrate your practice's document automation and practice management. Activate it to automatically create a new contact in your Clio account when your team or a client completes a workflow. Collect client and matter data in Gavel, save it within your existing practice management system, and later use that same data and any other Clio data through Gavel's native Clio integration.

When this happens...
Workflow Completed
Triggers when a workflow is completed.
TriggerInstant
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Create Person Contact
Creates a person contact.
ActionWrite

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Supported triggers and actions

What does this mean?

- Workflow NameRequired
  Upon completion of this workflow, all data will be sent to Zapier.
Trigger
Instant
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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
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Scheduled
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- EventRequired
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write
- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- 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
  Must be a Contact of type Company
Action
Write
- Task IDRequired
  ID number of the Task to be updated
- Name
- Description
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Notify Completion
Action
Write
- Api Docs Info
  API docs for Clio are located here http://api-docs.clio.com/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
  Search by name
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Search or write

- Workflow NameRequired
  Select the workflow to use.
- Do you want to skip the review page?
  To skip the final review page, choose "Yes." To see the final review page, leave this blank.
Action
Write
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Scheduled
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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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Description
- Activity Note
- DateRequired
- Price
  The expense amount.
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- 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
  Must be a Contact of type Company
Action
Write
- Description
- Activity Note
- DateRequired
- Time
  Enter in minutes
- Price
  The hourly or flat amount.
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
  Client Reference string for external uses.
- Matter Description
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
Action
Search
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- 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
  Must be a Contact of type Company
Action
Search or 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 more

Related categories

CRM (Customer Relationship Management)

About Gavel

Gavel is a no-code platform for document automation and building expert systems.

Related categories

File Management & Storage

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Clio + Gavel

Create Clio contacts when new Gavel workflows complete

Workflow Completed

Workflow NameRequired

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

EventRequired

New Task

Assign Task Template List

Matter IDRequired

Task Template ListRequired

Notify AssigneesRequired

Due At

Create Calendar Entry

SummaryRequired

Description

Location

Starts at:Required

Ends at:Required

All Day Event

Send Email Notification

CalendarRequired

Contact Attendee

Matter

Create Company Contact

Company NameRequired

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Create Matter Folder

NameRequired

MatterRequired

Create Matter Note

Note SubjectRequired

Note DetailRequired

MatterRequired

Date

Create Task

NameRequired

DescriptionRequired

Type of AssigneeRequired

Matter

Task Due Date

Task Priority

Task Status

Notify Assignee

Notify Completion

Statute of Limitations

Update Person Contact

Clio Contact ID #Required

Prefix

First name

Middle name

Last name

Title

Date of Birth