Clio + Gmail

Create labels in Gmail for updated matters in Clio

Manage your matters in Clio and ensure you never miss an important status update. With this workflow, every time there's a status update in your Clio matters, a corresponding label will be created in your Gmail. This way, you can stay organized and keep track of all related correspondence right from your email. No manual labor necessary, just seamless interplay between your case management and email system.

Manage your matters in Clio and ensure you never miss an important status update. With this workflow, every time there's a status update in your Clio matters, a corresponding label will be created in your Gmail. This way, you can stay organized and keep track of all related correspondence right from your email. No manual labor necessary, just seamless interplay between your case management and email system.

  1. When this happens...
    ClioClio
    Matter Status Updated

    Triggers when the status of a matter has changed.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Label

    Triggers when you add a new label.

    ActionWrite
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Supported triggers and actions

  • 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
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It