Clio + Ezekia
Update companies in Ezekia when new activities happen in Clio
Effortlessly keep your companies in Ezekia updated with this efficient workflow. When a new activity is added in Clio, this automation will update the corresponding company information in Ezekia, ensuring that your data stays accurate and up-to-date. Save time and maintain consistency between your legal practice management and insurance software systems with this powerful yet simple solution.
Effortlessly keep your companies in Ezekia updated with this efficient workflow. When a new activity is added in Clio, this automation will update the corresponding company information in Ezekia, ensuring that your data stays accurate and up-to-date. Save time and maintain consistency between your legal practice management and insurance software systems with this powerful yet simple solution.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update CompanyUpdate an existing company record
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Candidate Added to Assignment
Triggers when a candidate is added to an assignment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Added
Triggers when a candidate pipeline status is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate Status Deleted
Triggers when a candidate pipeline status is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Updated
Triggers when an off-limits for a company is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Updated
Triggers when a company is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFixed Fee Updated
Triggers when a fixed fee is updated on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Status Changed
Triggers when an invoice status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company Created
Triggers when a new company is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Created
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person Created
Triggers when a new person is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Revenue Created
Triggers when a new revenue is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Off-Limits Updated
Triggers when an off-limits for a person is updated
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Added
Triggers when a person tag is added
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Updated
Triggers when a person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a project status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Status Changed
Triggers when a revenue status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Custom FieldRequired
LabelTypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
Label
Is Default?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Old Email AddressRequired
New Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
FromRequired
ToRequired
Cc
Bcc
SubjectRequired
BodyRequired
Microsoft Graph ID
Microsoft Graph Message ID
Created At
Attachments
Attachments Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
TemplateRequired
Due DateRequired
Number Pattern Info
Invoice NumberRequired
LocaleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
Person/PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
TypeRequired
NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Fixed FeeRequired
AmountRequired
CurrencyRequired
TagRequired
Due Date
Paid At
Note
Recipient IDRequired
Recipient TypeRequired
Recipient NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Title
First NameRequired
Last nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
LabelRequired
Project NameRequired
Project ID
OwnerRequired
Company
Description
Industries
List ID
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany or Person IDRequired
Type
Information
Live Data
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appLinkedIn URLRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCandidate Pipeline Status Changed
Triggers when a candidate pipeline status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Off-Limits Created
Triggers when an off-limits for a company is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany Status Changed
Triggers when a company status has changed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Retrieve Search Firm Users
Get all the search firm users
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInvoice Updated
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Fixed Fee Created
Triggers when a new fixed fee is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice Template Created
triggers when a new invoice template is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project Created
Triggers when a new project is created on the platform.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunity Completion Changed
Triggers when a completion percentage is changed in an opportunity
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Off-Limits Created
Triggers when an off-limits for a person is added
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPerson Tag Removed
Triggers when a person tag is removed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Revenue Updated
Triggers when a revenue is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOpportunityRequired
Completion PercentageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Custom FieldRequired
Label TypeRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
NoteRequired
Tag(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tag(s)Required
PeopleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Primary
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Owner
Division
Description
Size
Email
Phone
Specialities
Industries
Address Building
Address Street
Address City
Address State
Address Postcode
Address Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Reference Number
Number Pattern Info
Invoice Number
AmountRequired
DescriptionRequired
TagRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
CurrencyRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
LabelRequired
Project ID
Company
Owner
Description
Industries
List
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AssignmentRequired
Candidate(s)Required
Pipeline Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Fixed FeeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RevenueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Company NameRequired
ConstraintRequired
End Date
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
InvoiceRequired
Reference Number
Number Pattern Info
Invoice Number
CurrencyRequired
AmountRequired
TagRequired
DescriptionRequired
StatusRequired
Invoice DateRequired
Due Date
Paid Date
Note
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
Degree/QualificationRequired
University / College / Awarding bodyRequired
Field of study
Summary
Primary/Main Qualification
Start Date
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
PersonRequired
PrimaryRequired
Title
Position Type
Career
Industry
Location
Summary
Department
Team Size ID
Company Name
Company
Start date
End date
Skills
Achievements
Company Types
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Revenue IdRequired
AmountRequired
CurrencyRequired
ProbabilityRequired
Revenue Owner
DateRequired
TagRequired
Percent
Status
Recipient Type
Recipient ID
Recipient Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Level
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
Sort By
Sort Order
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
Sort By
Sort Order
Title
First nameRequired
Last nameRequired
Job title
CompanyRequired
Department
Emails
Links
Phones
Career
Industry
Location
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Ezekia
Ezekia is a platform for executive search firms to manage their assignments and business development campaigns.