Clio + Gmail + Google Drive Integrations
How to connect Clio + Gmail + Google Drive
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Do even more with Clio + Gmail + Google Drive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Gmail, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- New CommunicationTriggers when a new communication is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DocumentTriggers when a new document is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
- Google Drive
Triggers when any new file is added (inside of any folder).
Scheduled
Trigger
- Google Drive
Triggers when a new file is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Triggers when a file is updated in a specific folder (but not its subfolders).
Scheduled
Trigger
- Google Drive
Create a copy of the specified file.
Scheduled
Action
- Google Drive
Copies an existing file from another service to Google Drive.
Scheduled
Action
- Google Drive
Create a new, empty folder.
Scheduled
Action
- Google Drive
Move a file from one folder to another.
Scheduled
Action
- Google Drive
Create a new file from plain text.
Scheduled
Action
- Google Drive
Upload a file to Drive, that replaces an existing file.
Scheduled
Action
- Google Drive
Adds a sharing scope to the sharing preference of a file. Does not remove existing sharing settings. Provides a sharing URL.
Scheduled
Action
- Google Drive
Create a shortcut to a file.
Scheduled
Action
- Google Drive
Search for a specific file by name.
Scheduled
Action
- Google Drive
Search for a specific folder by name.
Scheduled
Action
- Google Drive
Finds or creates a specific file v2.
Scheduled
Action
- Google Drive
Finds or creates a specific folder v2.
Scheduled
Action
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How Clio + Gmail + Google Drive Integrations Work
- Step 1: Authenticate Clio, Gmail, and Google Drive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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