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Our most popular template

Update Ezekia companies when new Clio contacts are created
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Clio + Ezekia
Update companies in Ezekia when new activities happen in Clio
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Clio + Ezekia

Update Ezekia companies when new Clio contacts are created

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Clio + Ezekia

Update companies in Ezekia when new activities happen in Clio

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Clio + Ezekia

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1. Choose trigger event

2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Add Billing Contact" in Ezekia.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
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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
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
Assignment Converted to List
Triggers when an assignment is converted to a list
Trigger
Instant
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Assignment Document Uploaded
Triggers when an assignment document is uploaded
Trigger
Instant
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Billing Contact Deleted
Triggers when a billing contact is deleted.
Trigger
Instant
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- Important Note
Trigger
Instant
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Candidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Trigger
Instant
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Company Document Uploaded
Triggers when a company document is uploaded
Trigger
Instant
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Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Trigger
Polling
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Company Updated
Triggers when a company is updated on the platform.
Trigger
Instant
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- Type
  Required
Trigger
Instant
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Fixed Fee Deleted
Triggers when a fixed fee is deleted.
Trigger
Instant
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Fixed Fee Unlocked
Trigger when a fixed fee is unlocked.
Trigger
Instant
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- Project ID
Trigger
Polling
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Retrieve Search Firm Users
Get all the search firm users
Trigger
Polling
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Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
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Invoice Unlocked
Triggers when an invoice is unlocked.
Trigger
Instant
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List Converted to Assignment
Triggers when a list is converted to an assignment
Trigger
Instant
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List Document Uploaded
Triggers when a list document is uploaded
Trigger
Instant
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- Message
Trigger
Instant
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New Fixed Fee Created
Triggers when a new fixed fee is created
Trigger
Instant
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New Invoice Template Created
triggers when a new invoice template is created.
Trigger
Polling
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New Person Created
Triggers when a new person is created on the platform.
Trigger
Instant
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New Revenue Created
Triggers when a new revenue is created.
Trigger
Instant
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Opportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Trigger
Instant
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Opportunity Converted to List
Triggers when an opportunity is converted to a list
Trigger
Instant
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- List ID
  Required
Trigger
Polling
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Person Education Deleted
Triggers when an education/qualification belonging to a person is deleted.
Trigger
Instant
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Person Off-Limits Created
Triggers when an off-limits for a person is added
Trigger
Polling
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Person Position Deleted
Triggers when a position belonging to a person is deleted.
Trigger
Instant
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- Important Note
Trigger
Instant
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Person Tag Removed
Triggers when a person tag is removed
Trigger
Instant
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Position Added to Person
Triggers when a new position is added to a person.
Trigger
Instant
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Project Deleted
Triggers when a project is deleted.
Trigger
Instant
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- Type
  Required
Trigger
Instant
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Revenue Locked
Triggers when a revenue is locked.
Trigger
Instant
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Revenue Unlocked
Triggers when a revenue is unlocked.
Trigger
Instant
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- Message
Trigger
Instant
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- Project ID
  Required
- Contact ID
  Required
Action
Write
- Opportunity
  Required
- Completion Percentage
  Required
Action
Write
- Project
  Required
- Contact
  Required
Action
Write
- Company
  Required
- Custom Field
  Required
- LabelType
  Required
- Value
  Required
Action
Write
- Project
  Required
- Custom Field
  Required
- Value
  Required
- LabelType
  Required
Action
Write
- Person
  Required
- Email Address
  Required
- Label
- Is Default?
Action
Write
- Person
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- End Date
- Description
Action
Write
- Assignment
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Person
  Required
- Primary
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- Tag
  Required
- Project
  Required
Action
Write
- Company
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
- Phone Number
  Required
- Label
  Required
- Is Default?
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- Owner ID
- Project ID
- Project Type
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Person
  Required
- Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- From
  Required
- To
  Required
- Cc
- Bcc
- Subject
  Required
- Body
  Required
- Microsoft Graph ID
- Microsoft Graph Message ID
- Created At
- Attachments
- Attachments Info
Action
Write
- Invoice
  Required
- Template
  Required
- Due Date
  Required
- Number Pattern Info
- Invoice Number
  Required
- Locale
  Required
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- ID
  Required
Action
Write
- Assignment
  Required
- Candidate(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Project
  Required
- Invoice
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Currency
  Required
- Amount
  Required
- Tag
  Required
- Description
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Id
  Required
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Id
  Required
- Person
  Required
- Primary
  Required
- Title
- Position Type
- Career
- Industry
- Location
- Summary
- Department
- Team Size ID
- Company Name
- Company
- Start date
- End date
- Skills
- Achievements
- Company Types
Action
Write
- ID
  Required
- Label
  Required
- Project Name
  Required
- Project ID
- Owner
- Company
- Description
- Industries
- List ID
- Start Date
- End Date
Action
Write
- ID
  Required
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
  Required
- Done
  Required
Action
Write
- ID
  Required
- Pinned
  Required
Action
Write
- Project, company or person ID
  Required
- Type
  Required
- File
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Name
  Required
Action
Search
- ID
  Required
- Type
Action
Search
- Location
  Required
- Level
Action
Search
- Project ID
  Required
Action
Search
- Person ID
  Required
Action
Search
- Phone number
  Required
Action
Search
- Project Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project ID
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- 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
- 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
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
Assignment Converted to Opportunity
Triggers when an assignment is converted to an opportunity
Trigger
Instant
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Billing Contact Added
Triggers when a billing contact is added.
Trigger
Instant
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Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Trigger
Instant
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Candidate Status Added
Triggers when a candidate pipeline status is added
Trigger
Instant
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Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Trigger
Instant
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Company Off-Limits Created
Triggers when an off-limits for a company is added
Trigger
Polling
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Company Status Changed
Triggers when a company status has changed
Trigger
Instant
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- Type
  Required
Trigger
Instant
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Education Added to Person
Triggers when a new qualification/education is added to a person.
Trigger
Instant
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Fixed Fee Locked
Triggers when a fixed fee is locked.
Trigger
Instant
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Fixed Fee Updated
Triggers when a fixed fee is updated.
Trigger
Instant
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- Type
- ID
Trigger
Polling
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Invoice Locked
Triggers when an invoice is locked
Trigger
Instant
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Invoice Status Changed
Triggers when an invoice status has changed
Trigger
Instant
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Invoice Updated
Triggers when an invoice is updated
Trigger
Instant
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List Converted to Opportunity
Triggers when a list is converted to an opportunity
Trigger
Instant
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- Message
Trigger
Instant
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New Company Created
Triggers when a new company is created on the platform.
Trigger
Instant
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New Invoice Created
Triggers when a new invoice is created
Trigger
Instant
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- Message
Trigger
Instant
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- Type
  Required
Trigger
Instant
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- Message
Trigger
Instant
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Opportunity Converted to Assignment
Triggers when an opportunity is converted to an assignment
Trigger
Instant
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Opportunity Document Uploaded
Triggers when an opportunity document is uploaded
Trigger
Instant
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Person Document Uploaded
Triggers when an person document or resume is uploaded
Trigger
Instant
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Person Education Updated
Triggers when an education/qualification belonging to a person is updated.
Trigger
Instant
Try It
Person Off-Limits Updated
Triggers when an off-limits for a person is updated
Trigger
Polling
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Person Position Updated
Triggers when a position belonging to a person is updated.
Trigger
Instant
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Person Tag Added
Triggers when a person tag is added
Trigger
Instant
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Person Updated
Triggers when a person is updated.
Trigger
Instant
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Project Archived
Triggers when a project is archived.
Trigger
Instant
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Project Status Changed
Triggers when a project status has changed
Trigger
Instant
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Revenue Deleted
Triggers when a revenue is deleted.
Trigger
Instant
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Revenue Status Changed
Triggers when a revenue status has changed
Trigger
Instant
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Revenue Updated
Triggers when a revenue is updated.
Trigger
Instant
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- Message
Trigger
Instant
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- Company Name
  Required
- Constraint
  Required
- End Date
- Description
Action
Write
- Person
  Required
- Base Salary Amount
- Base Salary Currency
- Interim Rate Amount
- Interim Rate Currency
- NED Rate Amount
- NED Rate Currency
- Bonus Percentage
- Notice Period
- Probono
- Additional Information
Action
Write
- Person
  Required
- Position Type
  Required
- Careers
- industries
- Locations
- Status
- NED Classification
Action
Write
- Person
  Required
- Custom Field
  Required
- Label Type
  Required
- Value
  Required
Action
Write
- Person
  Required
- Degree/Qualification
  Required
- University / College / Awarding body
  Required
- Field of study
- Summary
- Primary/Main Qualification
- Start Date
- End Date
Action
Write
- Company
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Assignment
  Required
- Note
  Required
- Tag(s)
Action
Write
- Person
  Required
- Note
  Required
- Tag(s)
Action
Write
- Tag(s)
  Required
- People
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Assignment
  Required
- Candidate(s)
  Required
- Pipeline Tag(s)
  Required
Action
Write
- Company
  Required
- Tag
  Required
Action
Write
- Person
  Required
- Old Email Address
  Required
- New Email Address
  Required
Action
Write
- Person
  Required
- Link ID
  Required
- Website URL
  Required
- Title
  Required
- Type
  Required
Action
Write
- Company Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Reference Number
- Number Pattern Info
- Invoice Number
- Amount
  Required
- Description
  Required
- Tag
  Required
- Status
  Required
- Invoice Date
  Required
- Due Date
- Paid Date
- Note
- Currency
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- Title
- First name
  Required
- Last name
  Required
- Job title
- Company
  Required
- Owner ID
- Department
- Emails
- Links
- Phones
- Career
- Industry
- Location
Action
Write
- Project Name
  Required
- Label
  Required
- Project ID
- Company
- Owner
- Description
- Industries
- List
- Start Date
- End Date
Action
Write
- Title
  Required
- Assignees
  Required
- Due Date
  Required
- Timezone
  Required
- Private
  Required
- Tag
  Required
- ID
- Label
- Recursion Type
- Recursion Frequency
- Recursion Days
- Note
- Priority
- Done
Action
Write
- Company
  Required
- Link ID
  Required
Action
Write
- Person
  Required
- Phone ID
  Required
Action
Write
- Fixed Fee
  Required
Action
Write
- Revenue
  Required
Action
Write
- Id
  Required
Action
Write
- Person
  Required
- List
  Required
Action
Write
- Tag(s)
  Required
- Person/People
  Required
Action
Write
- Person
  Required
- Id
  Required
Action
Write
- Invoice
  Required
Action
Write
- ID
  Required
- Type
  Required
- Name
  Required
- Owner
- Division
- Description
- Size
- Email
- Phone
- Specialities
- Industries
- Address Building
- Address Street
- Address City
- Address State
- Address Postcode
- Address Country
Action
Write
- Project
  Required
- Fixed Fee
  Required
- Amount
  Required
- Currency
  Required
- Tag
  Required
- Due Date
- Paid At
- Note
- Recipient ID
  Required
- Recipient Type
  Required
- Recipient Name
  Required
Action
Write
- ID
  Required
- Subject
  Required
- Note
- Start Date/Time
  Required
- End Date/Time
  Required
- Timezone
  Required
- Location
- Agenda
- Tag
  Required
- Private
  Required
- Sensitivity
  Required
- All Day
  Required
- Details
- Include Details
  Required
- Include Name
  Required
- ID
- Label
- ID
- Type
- Full Name
- Email
- Microsoft Graph Integration ID
Action
Write
- ID
  Required
- Title
- First Name
  Required
- Last name
  Required
- Owner ID
Action
Write
- Id
  Required
- Person
  Required
- End Date
- Description
Action
Write
- Person ID
  Required
- Owner ID
- Resume/CV file
  Required
- Add filename and extension eg "example.png"
  Required
Action
Write
- Project
  Required
- Revenue Id
  Required
- Amount
  Required
- Currency
  Required
- Probability
  Required
- Revenue Owner
- Date
  Required
- Tag
  Required
- Percent
- Status
- Recipient Type
- Recipient ID
- Recipient Name
Action
Write
- ID
  Required
- Done
  Required
Action
Write
- ID
  Required
- Priority
  Required
Action
Write
- Company ID
  Required
Action
Search
- Type
  Required
- Custom Field ID
  Required
Action
Search
- Name
  Required
Action
Search
- Company ID
  Required
Action
Search
- Email Address
  Required
Action
Search
- LinkedIn URL
  Required
Action
Search
- Person ID
  Required
Action
Search
- Project Id
  Required
Action
Search
- Project ID
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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clio and Ezekia to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clio to Ezekia integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Ezekia

Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.

Learn moreLearn moreHelpHelp

Related categories

HR Talent & Recruitment

Connect Clio and Ezekia to power AI-driven automation

Launch your first automated workflow

Update Ezekia companies when new Clio contacts are created

Update companies in Ezekia when new activities happen in Clio

Update Ezekia companies when new Clio contacts are created

Update companies in Ezekia when new activities happen in Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Clio and Ezekia to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Clio to Ezekia on the world's largest no-code automation platform