Add a tag to Evernote when you create a new Clio matter
Use Evernote as a note-taking companion to Clio by connecting the two apps via Zapier. This automation creates a new tag in Evernote from the name of a new matter added to Clio, allowing you to send notes with that tag into the practice management tool .
How It Works
- Zapier keeps an eye on Clio, looking for new matters
- When you add a matter, Zapier grabs the name of the matter and creates a note in Evernote
What You Need
- Clio account
- Evernote account
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.
Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices.
Using Evernote for work? See Evernote Business.
What Is Zapier?
You use lots of apps to get your work done. Zapier lets you easily connect those apps together to help automate tedious tasks.
Join the thousands of businesses and individuals already taking advantage of the power of automation and let Zapier save you time.
Start FREE Today!What's a Zap?
A Zap is a connection between two apps made of a trigger and an action. Whenever the trigger event happens, Zapier will automatically make the action event happen for you!