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Clio + Google Sheets

Update multiple spreadsheet rows in Google Sheets whenever matters status gets updated in Clio

Effortlessly maintain your legal matters and activities up-to-date using this automated workflow. Whenever there are updates to your case status in Clio, this workflow immediately generates and appends multiple rows in your Google Sheets. This vital integration between Clio and Google Sheets ensures you have a timely and accurate record of all status changes, helping you to stay organized and efficient.

Effortlessly maintain your legal matters and activities up-to-date using this automated workflow. Whenever there are updates to your case status in Clio, this workflow immediately generates and appends multiple rows in your Google Sheets. This vital integration between Clio and Google Sheets ensures you have a timely and accurate record of all status changes, helping you to stay organized and efficient.

  1. When this happens...
    ClioClio
    Matter Status Updated

    Triggers when the status of a matter has changed.

    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
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 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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