Connect Clio and Gmail to unlock the power of automation
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Set up your first integration
Quickly connect Clio to Gmail with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Gmail - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Add Label to Email" in Gmail.
You’re connected!
Zapier seamlessly connects Clio and Gmail, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and Gmail to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Gmail on the Zapier blog
Frequently Asked Questions about Clio + Gmail integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Gmail
How do I connect Clio to Gmail?
Connecting Clio to Gmail involves using a third-party service like Zapier. We offer specific triggers and actions such as creating a new task in Clio when an email is received in Gmail.
What triggers are available when integrating Clio with Gmail?
We provide triggers such as receiving a new email in Gmail or matching a specific search query, which can then initiate actions in Clio, like creating a new matter.
Can I automatically save email attachments from Gmail to Clio?
Yes, you can set up an integration where email attachments received in Gmail are automatically saved to specific matters in Clio.
Is it possible to create contacts in Clio from Gmail emails?
Absolutely, by configuring the integration, you can create or update contacts in Clio whenever you receive an email from a new contact in Gmail.
What actions can be performed in Clio from a trigger in Gmail?
You can perform several actions such as creating tasks, adding notes to matters, or updating contact information when triggered by events in Gmail.
Do I need coding skills to integrate Clio with Gmail using your services?
No coding skills are needed. Our platform provides an intuitive interface for setting up integrations between Clio and Gmail through simple configuration of triggers and actions.
How secure is the integration between Clio and Gmail?
We prioritize security and ensure that all data transferred between Clio and Gmail is encrypted. Proper authentication mechanisms are also used throughout the integration process.
