Connect Clio and Email by Zapier to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Clio and Email by Zapier together. Build enterprise-grade automation in minutes.

Our most popular template

Get notified when contacts upload new documents to Clio
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Clio + Filter by Zapier + Email by Zapier
Send outbound emails in Email by Zapier when bill states are updated in Clio
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Clio + Email by Zapier
Send outbound emails with Email by Zapier when matter status is updated in Clio
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Clio + Email by Zapier
Send outbound emails with Email by Zapier when new contacts are added in Clio
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Clio + Email by Zapier
Send outbound emails in Email by Zapier when task status is updated in Clio
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Clio + Email by Zapier
Send outbound emails with Email by Zapier for new activities in Clio
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Clio + Email by Zapier

Get notified when contacts upload new documents to Clio

Details

Try it

Clio + Filter by Zapier + Email by Zapier

Send outbound emails in Email by Zapier when bill states are updated in Clio

Details

Try it

Clio + Email by Zapier

Send outbound emails with Email by Zapier when matter status is updated in Clio

Details

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Clio + Email by Zapier

Send outbound emails with Email by Zapier when new contacts are added in Clio

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Clio + Email by Zapier

Send outbound emails in Email by Zapier when task status is updated in Clio

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Clio + Email by Zapier

Send outbound emails with Email by Zapier for new activities in Clio

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Clio + Email by Zapier

Send outbound emails in Email by Zapier when new matters occur in Clio
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Clio + Email by Zapier

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Send Outbound Email" in Email by Zapier.

You’re connected!

Zapier seamlessly connects Clio and Email by Zapier, automating your workflow.

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.

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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Setup Directions
Trigger
Instant
Try It

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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

For AI agents & developers

Use Clio and Email by Zapier with AI agents and code

Beyond Zap workflows. Call Clio and Email by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and Email by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Send Outbound Email

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Email by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / email action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and Email by Zapier

Get notified about new client matters.

Stay on top of new client matters with instant updates. Use Zapier to trigger an email notification to your custom Zapier mail address whenever a new matter is created in Clio, ensuring you're always aware of important developments and can prioritize tasks accordingly.

Business Owner

Try it

Update team about client communications.

Ensure marketing and content teams are equipped with timely insights. Zapier can be set to forward emails to a custom Zapiermail address whenever new client communications are logged in Clio, keeping your teams informed for positioning adjustments or client-specific campaigns.

Marketing & Marketing Ops

Try it

Receive email updates for pending tasks.

Keep track of project milestones effortlessly. When the status of a task changes to 'Pending' in Clio, Zapier can send an email update to your custom Zapiermail address, helping PMs stay proactive and keep projects on schedule.

Project Management

Try it

Learn how to automate Email by Zapier on the Zapier blog

Make work flow with AI

Level up your Clio to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn moreLearn moreHelpHelp

Related categories

Zapier

Connect Clio and Email by Zapier to power AI-driven automation

Launch your first automated workflow

Get notified when contacts upload new documents to Clio

Send outbound emails in Email by Zapier when bill states are updated in Clio

Send outbound emails with Email by Zapier when matter status is updated in Clio

Send outbound emails with Email by Zapier when new contacts are added in Clio

Send outbound emails in Email by Zapier when task status is updated in Clio

Send outbound emails with Email by Zapier for new activities in Clio

Get notified when contacts upload new documents to Clio

Send outbound emails in Email by Zapier when bill states are updated in Clio

Send outbound emails with Email by Zapier when matter status is updated in Clio

Send outbound emails with Email by Zapier when new contacts are added in Clio

Send outbound emails in Email by Zapier when task status is updated in Clio

Send outbound emails with Email by Zapier for new activities in Clio

Send outbound emails in Email by Zapier when new matters occur in Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Email by Zapier with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and Email by Zapier

Get notified about new client matters.

Update team about client communications.

Receive email updates for pending tasks.

Learn how to automate Email by Zapier on the Zapier blog

How to automatically email files to Google Drive

How to automatically save email attachments in Dropbox

How to send an email from a webhook

Make work flow with AI

Connect Clio to Email by Zapier on the world's largest no-code automation platform