Clio + Evernote

Add new Evernote notes to Clio matters

No need to sacrifice using Evernote as your main note-taking app. Instead, employ this integration to automatically record Clio matter notes from Evernote notes. You'll just need to add the matter's name as a tag in Evernote (which can be automated, as well ) and Zapier takes care of the rest.

No need to sacrifice using Evernote as your main note-taking app. Instead, employ this integration to automatically record Clio matter notes from Evernote notes. You'll just need to add the matter's name as a tag in Evernote (which can be automated, as well ) and Zapier takes care of the rest.

  1. When this happens...
    EvernoteEvernote
    New Note

    Triggers when a new note is created in or moved to a notebook.

    TriggerScheduled
  2. automatically do this...
    ClioClio
    Find Matter

    Find a matter by number, display number, description, or client name.

    ActionSearch
  3. then do this!
    ClioClio
    Create Matter Note

    Creates a new matter note.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Notebook

    Trigger
    Scheduled
    Try It
    • Notebook

    Trigger
    Scheduled
    Try It
    • TagsRequired

    • NoteRequired

    Action
    Write
    • NotebookRequired

    • TitleRequired

    • ContentRequired

    • Tags

    • Reminder Time

    • Reminder Done Time

    • Attachment

    • Source Url

    Action
    Write
  • Evernote triggers, actions, and search

    New Notebook

    Triggers when a new notebook is added to Evernote.

    Trigger
    Scheduled
    Try It
    • TagRequired

    • Notebook

    Trigger
    Scheduled
    Try It
    • NotebookRequired

    • TitleRequired

    • ContentRequired

    Action
    Write
    • NameRequired

    • Stack

    Action
    Write
clio logo
clio logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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evernote logo
evernote logo

About Evernote

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.
Learn moreHelp

Related categories

  • Notes

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