Clio + Gmail

Create Gmail labels from new Clio matters

  1. When this happens

    Step 1: New Matter

  2. Then do this

    Step 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, this zap will automatically 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

Supported triggers and actions

What does this mean?
clio logo
clio logo
clio logo

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 More

Related categories

  • CRM (Customer Relationship Management)
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gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn More

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