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Clio + Gavel

Create Clio matters when new workflows are completed in Gavel

This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to collect client and matter data in Gavel, save it within your existing practice management system, and later use that same data and any other Clio data through Gavel's native Clio integration. With this integration, you can fully integrate your practice's document automation and practice management.

This Zapier template will create a matter in your Clio account when your team or a client completes a new workflow. This allows you to collect client and matter data in Gavel, save it within your existing practice management system, and later use that same data and any other Clio data through Gavel's native Clio integration. With this integration, you can fully integrate your practice's document automation and practice management.

  1. When this happens...
    GavelGavel
    Workflow Completed

    Triggers when a workflow is completed.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Workflow NameRequired

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
    • Workflow NameRequired

    • Do you want to skip the review page?

    Action
    Write
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

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

Gavel is a no-code platform for document automation and building expert systems.

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