Clio + Google Docs Integrations

How to connect Clio + Google Docs

Zapier lets you send info between Clio and Google Docs automatically—no code required.

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Popular Clio + Google Docs workflows

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Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
Google Docs + CandidateZip Resume/Job Parser + Clio
More details
When this happens
Step 1: New Document
Then do this
Step 2: Parse Resume Standard
Then do this
Step 3: Create Person Contact
See Zap details Try it
Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
Google Docs + CandidateZip Resume/Job Parser + Clio

Do Even More with Clio + Google Docs

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Clio + Google Docs workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
Create person contacts in Clio from new CandidateZip-parsed resume files in Google Docs
Try it
CandidateZip Resume/Job Parser + Clio + Filter by Zapier + 1 more

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

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
Google Docs
Triggers when a new document is added (inside any folder).
Scheduled
Trigger
Google Docs
Triggers when a new document is added to a specific folder (but not its subfolders).
Scheduled
Trigger
Google Docs
Appends text to an existing document.
Scheduled
Action
Google Docs
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
Scheduled
Action
Google Docs
Copy an already-existing file from another service to Docs. Will convert the file to Google Doc format if possible.
Scheduled
Action
Google Docs
Create a new document from text. Also supports limited HTML.
Scheduled
Action
Google Docs
Search for a specific document by name.
Scheduled
Action
Google Docs
Finds or creates a specific document.
Scheduled
Action

How Clio + Google Docs Integrations Work

Step 1: Authenticate Clio and Google Docs.
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.

Connect apps

Connect Clio + Google Docs

Google Docs Tutorials

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)

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

Learn More