Clio + Force24

Clio + Force24 integrations

Add new Clio activities to Force24 marketing list as contacts

Keep your marketing list up to date with this convenient workflow. When a new activity is recorded in Clio, it will automatically add the contact associated with that activity to a specified marketing list in Force24. Stay organized and efficiently maintain your marketing efforts with this seamless connection between Clio and Force24.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Add Contact to Marketing ListAdds a contact to a marketing list.
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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CRM (Customer Relationship Management)

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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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