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Create Gmail label from new Clio matters

  1. When this happensStep 1: New Matter

  2. Then do thisStep 2: Create Label

If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.

Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.

How It Works

  1. A new matter is created in Clio
  2. Zapier automatically creates a new label in Gmail

What You Need

  • Clio account
  • Gmail account
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Connect Clio + Gmail in Minutes

It's easy to connect Clio + Gmail and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.

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