Clio + Google Sheets

Create matter notes in Clio for new spreadsheet rows in Google Sheets

When a new row is added in Google Sheets, this workflow will instantly create a matter note in Clio making record keeping seamless and efficient. Great for law firms, this workflow eases up data entry tasks and ensures that all case notes are consistently updated, saving crucial time for focusing on more important matters. It's the perfect solution for streamlining your data management process.

When a new row is added in Google Sheets, this workflow will instantly create a matter note in Clio making record keeping seamless and efficient. Great for law firms, this workflow eases up data entry tasks and ensures that all case notes are consistently updated, saving crucial time for focusing on more important matters. It's the perfect solution for streamlining your data management process.

  1. When this happens...
    Google SheetsGoogle Sheets
    New Spreadsheet Row

    Triggers when a new row is added to the bottom of a spreadsheet.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Matter Note

    Creates a new matter note.

    ActionWrite
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Supported triggers and actions

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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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)

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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.
Learn more

Related categories

  • Google
  • Spreadsheets

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