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Clio + eSignatures.com

Create eSignatures.com.io contracts from new Clio activities

Effortlessly manage your legal documents with this seamless workflow. When new activities occur in Clio, a contract will be created in eSignatures.com.io, ensuring that every important legal event is properly documented without any manual intervention. Save time and stay organized with this efficient automation that connects Clio and eSignatures.com.io.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ContractCreates a legally binding contract from a template or Extended Markdown. Sends it to the signers by email or SMS, or saves it as a draft to review and edit before sending. The output always includes each signer's Sign Page URL for embedded signing or delivery through your own channels.
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More things you can do with Clio and eSignatures.com

Discover other triggers and actions you can use with Clio and eSignatures.com

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
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
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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 Type
- 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
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Instant
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Delivery Failed
Triggers when a delivery error occurs, such as an email that can't be delivered.
Trigger
Instant
Try It
- Test Only
- Template
- Signer Name
  Required
- Signer Email
- Signer Mobile
- Signer Company Name
- Signer Signature Request Delivery
- Signer Multi-Factor Authentication
- Signer Redirect URL
- Signer Position
- Signer Auto Sign
- Signer Name [2]
- Signer Email [2]
- Signer Mobile [2]
- Signer Company Name [2]
- Signer Redirect URL [2]
- Signer Signature Request Delivery [2]
- Signer Multi-Factor Authentication [2]
- Signer Position [2]
- Signer Auto Sign [2]
- Signer Name [3]
- Signer Email [3]
- Signer Mobile [3]
- Signer Company Name [3]
- Signer Redirect URL [3]
- Signer Signature Request Delivery [3]
- Signer Multi-Factor Authentication [3]
- Signer Position [3]
- Signer Auto Sign [3]
- Signer Name [4]
- Signer Email [4]
- Signer Mobile [4]
- Signer Company Name [4]
- Signer Redirect URL [4]
- Signer Signature Request Delivery [4]
- Signer Multi-Factor Authentication [4]
- Signer Position [4]
- Signer Auto Sign [4]
- Signer Name [5]
- Signer Email [5]
- Signer Mobile [5]
- Signer Company Name [5]
- Signer Redirect URL [5]
- Signer Signature Request Delivery [5]
- Signer Multi-Factor Authentication [5]
- Signer Position [5]
- Signer Auto Sign [5]
- Placeholder Fields - String
- Placeholder Fields - Markdown
- Assigned User
- Contract Title
- Contract Content (Markdown)
- Save as draft
- Language
- Metadata
- Sender Company Name
- Signer Field Default Values
- [DEPRECATED] Custom Fields
- [DEPRECATED] Email Subject - Signature request
- [DEPRECATED] Email Body - Signature request
- [DEPRECATED] Email Subject - Final signed document
- [DEPRECATED] Email Body - Final signed document
- [DEPRECATED] API Fields
Action
Write
- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
- Placeholder Fields - String
- Placeholder Fields - Markdown
Action
Write
- Template ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Template Filter
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

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
Contract Sent to a Signer
Triggers when a contract is sent to a signer.
Trigger
Instant
Try It
Signature Received
Triggers when a contract is signed by a signer.
Trigger
Instant
Try It
- Contract ID
  Required
- Name
  Required
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Template Title
  Required
- Template Content (Markdown)
  Required
Action
Write
- Contract ID
  Required
- Signer ID
  Required
Action
Write
- Contract ID
  Required
- Find Markdown
- Replace With Markdown
- Dry Run
Action
Write
- Contract ID
  Required
- Signer ID
  Required
- Name
- Email
- Mobile
- Company Name
- Signature Request Delivery
- Multi-Factor Authentication
- Signer Redirect URL
Action
Write
- Contract ID
  Required
Action
Write
- Contract ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Template ID
  Required
Action
Search

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.

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CRM (Customer Relationship Management)

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About eSignatures.com

eSignatures.com is an AI-friendly e-signature platform for managing Markdown contracts, signers and templates from draft to signature, with pay-per-use pricing.

Learn moreLearn moreHelpHelp

Related categories

Signatures