Clio + Evernote Business Integrations
How to connect Clio + Evernote Business
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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
- Evernote Business
Triggers when a new note is created in or moved to a notebook.
Scheduled
Trigger
- Evernote Business
Triggers when a new notebook is added to Evernote.
Scheduled
Trigger
- Evernote Business
Triggers when a new reminder with a date is added to a notebook.
Scheduled
Trigger
- Evernote Business
Triggers when a specific tag is added to a note in Evernote.
Scheduled
Trigger
- Evernote Business
Adds existing tags to a note.
Scheduled
Action
- Evernote Business
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).
Scheduled
Action
- Evernote Business
Creates a new note in a notebook for Evernote.
Scheduled
Action
- Evernote Business
Creates a new notebook in Evernote.
Scheduled
Action
- Evernote Business
Creates a new tag inside Evernote. Limited to 10,000 tags in your account.
Scheduled
Action
- Evernote Business
Search for a note by title, optionally limited by notebook and tags.
Scheduled
Action
- Evernote Business
Search for a tag by title, optionally limited by notebook.
Scheduled
Action
- Evernote Business
Finds or creates a specific note.
Scheduled
Action
- Evernote Business
Finds or creates a specific tag.
Scheduled
Action
How Clio + Evernote Business Integrations Work
- Step 1: Authenticate Clio and Evernote Business.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.
Evernote Business Tutorials
Related categories
About Evernote Business
Related categories
Similar apps
Google Docs
Documents, Google
Evernote
Notes
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