Clio + HirePOS

Clio + HirePOS integrations

Create HirePOS customers from new Clio activities

Effortlessly manage your client data between Clio and HirePOS with this convenient workflow. Whenever a new activity is added in Clio, this automation will create a customer in HirePOS, ensuring your records are always up-to-date. Save time, eliminate manual data entry, and improve customer management across your applications.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreate a new Customer in HirePOS
ActionWrite

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More things you can do with Clio and HirePOS

Discover other triggers and actions you can use with Clio and HirePOS

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
Approved Invoice
Triggers when an Invoice or Credit Note in HirePOS is approved.
Trigger
Instant
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Deleted Item
Triggers when an Item in HirePOS is deleted or made inactive via Setup > Items, or the Website Code or Website Description field is cleared in Sales > Online Store > Setup Store Items.
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Instant
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New Booking
Triggers when a Booking record in HirePOS is created.
Trigger
Instant
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New Item
Triggers when an Item in HirePOS is created via Setup > Items.
Trigger
Instant
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Updated Booking
Triggers when a Booking in HirePOS is updated.
Trigger
Instant
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New or Updated Invoice
Triggers when an Invoice in HirePOS is created or updated.
Trigger
Instant
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Updated Quote
Triggers when a Quote in HirePOS is updated.
Trigger
Instant
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- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Notes
Action
Write
- Booking Date
  Required
- Booked From
- Booked To
- Event Date
- Company
- First Name
- Last Name
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Delivery Address Line 1
- Delivery Address Line 2
- Delivery City
- Delivery State
- Delivery Postcode
- Delivery Contact Name
- Delivery Phone 1
- Delivery Required
- Pickup Required
- Delivery Docket Message
- Branch Code
- Reference
- Invoice Category Name
- Message
- Comments
- Code
  Required
- Quantity
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Field 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- 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
- 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
Completed Branch Transfer
Triggers when a Branch Transfer in HirePOS is flagged as Completed and saved via Setup > Items.
Trigger
Instant
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Maintenance Record Status Updated
Triggers when a 'New' Maintenence Record is created, or when the 'Status' is updated for an existing record.
Trigger
Instant
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New Branch Transfer
Triggers when a new Branch Transfer in HirePOS is created via Setup > Items.
Trigger
Instant
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New Quote
Triggers when a Quote record in HirePOS is created.
Trigger
Instant
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New or Updated Customer
Triggers when a Customer in HirePOS is created or updated via Setup > Customers.
Trigger
Instant
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New or Updated Item
Triggers when an Item in HirePOS is created or updated via Setup > Items, or via Sales > Online Store > Setup Store Items.
Trigger
Instant
Try It
- Company
- First Name
- Last Name
- Code
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Phone 1
- Phone 2
- Phone 3
- Fax
- Email
- Referral Source
- Notes
Action
Write
- Payment Date
  Required
- Amount
  Required
- Payment Type
  Required
- Invoice No
  Required
- Account Code
  Required
- Memo
- Link Id
Action
Write
- Status
  Required
- Provider
  Required
- Reference
  Required
Action
Write

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.

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CRM (Customer Relationship Management)

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About HirePOS

HirePOS® is a modern web application that assists with all aspects of hire rental businesses from start to finish.

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Accounting