Clio + Front
Create Front messages from new Clio activities
Stay updated on new activity in Clio by importing messages directly into Front. This workflow helps you effortlessly keep your team informed by sending new activity updates from Clio to Front as an imported message, streamlining communication and ensuring that everyone stays in the loop. Save valuable time with this seamless automation.
Stay updated on new activity in Clio by importing messages directly into Front. This workflow helps you effortlessly keep your team informed by sending new activity updates from Clio to Front as an imported message, streamlining communication and ensuring that everyone stays in the loop. Save valuable time with this seamless automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Import MessageImports a new message into Front.
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 ZapPollingZapier 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.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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 foundContact IDRequired
HandleRequired
Handle SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Tag IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NameRequired
Description
Email Domains
External ID
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel IDRequired
AuthorRequired
To
cc
bcc
Subject
BodyRequired
Sharing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
External URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InboxRequired
Sender Name
Sender HandleRequired
Sender Handle TypeRequired
ToRequired
Subject
Body Format
BodyRequired
DateRequired
Attachment
External IDRequired
Message Type
Message Direction
Author
Is ArchivedRequired
Should Skip RulesRequired
Thread Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
HandleRequired
Handle SourceRequired
Force
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Tag IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
To
Cc
BCC
Subject
BodyRequired
Attachment
Channel
Tags
Tag IDs
Archive the Conversation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Name
Description
Links
Groups
Remove Contact From Every Group
Picture
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Link IDRequired
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Domain
External ID
Account ID
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Text
Inbox ID
Tag
Contact
Recipient
From
To
CC
BCC
Participant
Assignee
Author
Mention
Commenter
Conversation Status
ActionThis is an event a Zap performs.SearchFind existing data in your appHandle SourceRequired
HandleRequired
Team
Name
Description
Email Addresses
Phone Numbers
Links
Groups
Picture
Custom Attributes
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
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 ZapPollingZapier 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 foundConversation IDRequired
Author
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Links External URLsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Teammate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team
Name
Description
Email Addresses
Phone Numbers
Links
Groups
Picture
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
AuthorRequired
To
Cc
Bcc
Subject
BodyRequired
Sharing
Channel IDRequired
Quote Body
Signature ID
Should add default signature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Link IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Link IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Sender Name
ToRequired
Cc
BCC
Subject
BodyRequired
Attachment
Author
Archive the Conversation
Tags
Tag IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Name
Description
Email Domains
Custom Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inbox
Conversation IDRequired
Assignee
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Handle SourceRequired
HandleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail Domain
External ID
Account ID
Account NameRequired
Description
Email Domains
Custom Attributes
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
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