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Clio + Google Sheets

Track new Clio activities by creating multiple rows in Google Sheets

Keep your data updated in real time with this workflow. Whenever there's a new activity in Clio, corresponding entries are instantaneously added across multiple rows in a Google Sheets document. This eliminates the need for manual data entry, ensuring that your spreadsheets maintain up-to-the-minute accuracy. No need for constant checks or updates - let this integrated workflow manage your data effortlessly.

Keep your data updated in real time with this workflow. Whenever there's a new activity in Clio, corresponding entries are instantaneously added across multiple rows in a Google Sheets document. This eliminates the need for manual data entry, ensuring that your spreadsheets maintain up-to-the-minute accuracy. No need for constant checks or updates - let this integrated workflow manage your data effortlessly.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Multiple Spreadsheet Rows

    Create one or more new rows in a specific spreadsheet (with line item support).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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