Clio + Freshsales Classic

Create and update Freshsales Classic leads when new Clio contacts are added

Effortlessly keep your contacts up-to-date with this seamless Clio and Freshsales Classic automation. When you add a new contact in Clio, this workflow will update the corresponding lead in Freshsales Classic, ensuring your information remains consistent across both platforms. Stay organized and save time by automating your contact management process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Update Lead
Updates an existing lead; if not found, it will create a new one.
ActionWrite

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Supported triggers and actions

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
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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
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search 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?
Action
Search or write
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update ByRequired
- Enter Name / Deal IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
- NoteRequired
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Write
- Delete ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Name / Account IDRequired
Action
Write
- Update ByRequired
- Enter Name / Deal IDRequired
Action
Write
- Account NameRequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
Action
Search
- Find ByRequired
- Email / Phone NORequired
- First Name
- Last NameRequired
- Company Name
- Email
- Mobile Number
Action
Search or write

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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search 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
Action
Search or write
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update ByRequired
- Enter Contact ID / Email ID / Phone NORequired
Action
Write
- Lead IDRequired
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
Action
Write
- Update ByRequired
- Enter Email / Lead IDRequired
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- First Name
- Last Name
- Email
- Mobile Number
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Clio + Freshsales Classic

Create and update Freshsales Classic leads when new Clio contacts are added

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

New Account

New Deal

New Task

Add Note to Deal

Add Note to Sales Account

Create Contact

Create Lead

Delete Contact

Update Account

Update Deal

Find Account

Find Lead

Search the matching Leads

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

New Contact

New Lead

Add Note to Contact

Add Note to Lead

Create Account

Create Deal

Create or Update Contact

Lead Convert

Update Contact

Update Lead

Find Contact

Search the matching Contacts

About Clio

Related categories

Similar apps

Zapier Interfaces

About Freshsales Classic

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates