Connect Clio and Google Forms to power AI-driven automation

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Choose an Action

Launch your first automated workflow

Start with a template that brings Clio and Google Forms together. Build enterprise-grade automation in minutes.

Our most popular template

Create Clio matters from new Google Forms responses
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Google Forms + Clio
Create new Clio person contacts from Google Forms responses
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Google Forms + Clio
Create new matter notes in Clio from new form responses in Google Forms
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Google Forms + Clio
Create new tasks in Clio from new form responses in Google Forms
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Google Forms + Clio
Manage new Google Forms responses with api requests in Clio
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Google Forms + Clio
Upload new or updated Google Forms responses as documents to Clio
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Google Forms + Clio

Create Clio matters from new Google Forms responses

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Google Forms + Clio

Create new Clio person contacts from Google Forms responses

Details

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Google Forms + Clio

Create new matter notes in Clio from new form responses in Google Forms

Details

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Google Forms + Clio

Create new tasks in Clio from new form responses in Google Forms

Details

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Google Forms + Clio

Manage new Google Forms responses with api requests in Clio

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Google Forms + Clio

Upload new or updated Google Forms responses as documents to Clio

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Google Forms + Clio

Create new Clio contacts from new or updated Google Forms responses
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Google Forms + Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with Google Forms - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "API Request (Beta)" in Google Forms.

You’re connected!

Zapier seamlessly connects Clio and Google Forms, 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.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Form
  Required
Trigger
Instant
Try It

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Form
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

For AI agents & developers

Use Clio and Google Forms with AI agents and code

Beyond Zap workflows. Call Clio and Google Forms actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and Google Forms actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
API Request (Beta)

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Google Forms actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / google-forms action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and Google Forms

Create Clio calendar entries from Google Form submissions.

When a new Google Form response is received, Zapier automatically creates a calendar entry in Clio based on the supplied details. This prevents scheduling errors and ensures appointments or deadlines are always captured without manual effort.

Business Owner

Try it

Log Google Form inquiries as Clio tasks.

Whenever a Google Form submission is received, Zapier automatically creates a task in Clio linked to the appropriate client or matter. This ensures each inquiry is tracked and actioned efficiently, improving task visibility and resolution times.

Customer Support Ops

Try it

Update client details in Clio via Google Form responses.

When a Google Form submission is received, Zapier updates or creates a person contact in Clio with the provided details, ensuring client records remain accurate and up-to-date. This streamlines database management and reduces manual data entry.

Try it

Learn how to automate Google Forms on the Zapier blog

Make work flow with AI

Level up your Clio to Google Forms integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Google Forms

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Google

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Clio and Google Forms to power AI-driven automation

Launch your first automated workflow

Create Clio matters from new Google Forms responses

Create new Clio person contacts from Google Forms responses

Create new matter notes in Clio from new form responses in Google Forms

Create new tasks in Clio from new form responses in Google Forms

Manage new Google Forms responses with api requests in Clio

Upload new or updated Google Forms responses as documents to Clio

Create Clio matters from new Google Forms responses

Create new Clio person contacts from Google Forms responses

Create new matter notes in Clio from new form responses in Google Forms

Create new tasks in Clio from new form responses in Google Forms

Manage new Google Forms responses with api requests in Clio

Upload new or updated Google Forms responses as documents to Clio

Create new Clio contacts from new or updated Google Forms responses

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Google Forms with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and Google Forms

Create Clio calendar entries from Google Form submissions.

Log Google Form inquiries as Clio tasks.

Update client details in Clio via Google Form responses.

Learn how to automate Google Forms on the Zapier blog

How to analyze form responses with AI

Google Forms to Google Sheets: How to automatically update inventory

5 popular Google Forms automation workflows

Make work flow with AI

Connect Clio to Google Forms on the world's largest no-code automation platform