Clio + Evernote Business Integrations

How to connect Clio + Evernote Business

Zapier lets you send info between Clio and Evernote Business automatically—no code required.

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

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.

Connect apps

Connect Clio + Evernote Business

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 Evernote Business

Evernote Business brings the note-taking features of Evernote to your team. Capture and remember ideas and more, then collaborate on them with anyone in your company. Using Evernote on your own? Check out Evernote Personal.

Learn More