Clio + Force24

Clio + Force24 integrations

Update Force24 contacts when new Clio contacts are created

Efficiently maintain an up-to-date contact list by connecting Clio and Force24 with this seamless workflow. When you add a new contact to Clio, their information is instantly used to update an existing contact in Force24. This automation saves time and ensures accuracy and consistency between the platforms, allowing you to focus on more important tasks.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Update ContactUpdates a contact.
ActionWrite

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More things you can do with Clio and Force24

Discover other triggers and actions you can use with Clio and Force24

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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
- Marketing List Guid
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Marketing List ID
  Required
- ContactID
  Required
Action
Write
- Marketing List ID
  Required
- Contact ID
  Required
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- 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
- Non-Billable
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
- Filter
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Email Address
  Required
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Id
- Email Address
  Required
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Phone Number
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- Country
- County
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Write
- Field to Search
  Required
- Value to Search For
  Required
- Email Address
  Required
- Recreate Erased Contact
- Last Name
- First Name
- Middle Name
- Salutation
- Birth Date
- Company Name
- Job Title
- Address Line 1
- Address Line 2
- Address Line 3
- Post Code
- City
- County
- Country
- Aux1
- Aux2
- Aux3
- Aux4
- Aux5
- Aux6
- Aux7
- Aux8
- Aux9
- Aux10
- EmailSendFilter
- SmsSendFilter
- Phone Number
- Global Status
- Email Status
- Direct Mail Status
- SMS Status
- Aux Date 1
- Aux Date 2
- Aux Date 3
- Aux Date 4
- Aux Date 5
- Aux Date Time 1
- Aux Date Time 2
- Aux Date Time 3
Action
Search or write

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.

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About Force24

Force24 is a UK-based provider of enterprise-level marketing automation. We help to move prospects through their lifecycle, automating their journey. It means speaking to the right person, at the right time, using the right marketing channel.

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