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Clio + Hyros
Clio + Hyros
Create new Hyros leads when new contacts are added in Clio
Streamline your law firm's marketing efforts with an automatic workflow between Clio and Hyros. Once set up, whenever a new contact is added in Clio, it will instantly create a lead in Hyros. Save time, eliminate manual data entry and stay organized by leveraging this automated process. Benefit from seamless connectivity between your legal practice management and tracking software.
- When this happens...
New ContactTriggers when a new contact is created.TriggerInstant - automatically do this!
Create LeadCreates a lead in Hyros.ActionWrite
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More things you can do with Clio and Hyros
Discover other triggers and actions you can use with Clio and Hyros
- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Additional Contact Attendees
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Type
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter_id
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Lead Opted in First Time
Triggers the first time a lead opts in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Stage Changed
Triggers when a lead's current stage changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Tag Removed
Triggers when one or more tags are removed from a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sale Attributed
Triggers when a new sale attributed is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription Created
Triggers when a new subscription is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Email
- Call NameRequired
- Date
- First Name
- Last Name
- Lead IPs
- Phone Numbers
- Call Qualification
- Lead Stage
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Referrer URLRequired
- Ad Source Click Id
- Ad Source Id
- Adspend Ad Id
- Date
- Email
- Integration Type
- IP
- Is Organic
- Phones
- Previous URL
- Session Id
- SourceLink Tag
- Tag
- User Agent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Ad Platform
- Ad Account ID
- Ad ID
- Campaign ID
- Ad Type
- Category
- Goal
- Traffic Source
- Is Organic
- Is Disregard
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Call idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email Address
- First name
- Last name
- Phone numbers
- Lead IPs
- Tags
- Lead Stage
- Tags Date
- Ad Optimization Consent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order ID
- NameRequired
- PriceRequired
- Line item ID
- Quantity
- Sku
- Cost of Goods
- Item Discount
- Package
- Item Taxes
- Product Tag
- Category
- Is Rebill
- EmailRequired
- Phone numbers
- First name
- Last name
- Parent Email
- Date
- Provider
- Currency
- Price Format
- Shipping Cost
- Order Hard Cost
- Order Taxes
- Order Discount
- Cart ID
- Subscription ID
- Lead IPs
- Lead Stage
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sale IDRequired
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Calls ids
- External Ids
- NameRequired
- Qualification
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Product IDRequired
- Name
- Price
- Custom Cost
- Tag
- SKU
- Category
- Recurring
- Call Product
- Update Historical Sales
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- New Name
- New Tag
- Category
- Goal
- Traffic Source
- Organic
- Disregard
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ad IDs
- Ad Platform
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ad AccountRequired
- FieldsRequired
- Attribution ModelRequired
- Start DateRequired
- End DateRequired
- Currency
- Group Rows By
- Attribute By Sale Date
- Exclude Recurring Sales
- Exclude Hard Costs
- Attribution Window (days)
- Client Account
- Scientific Days Range
- Source Configuration
- New Customer Configuration
- Report Source Visibility
- Forecasting Option
ActionThis is an event a Zap performs.SearchFind existing data in your app- Emails
- Lead IDs
- Purchased
- From Date
- To Date
- Page Size
- Page ID
- Client account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDs
- Emails
- From Date
- To Date
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ad IDs
- Ad Platform
- Name
- Tag
- Include Organic
- Include Disregarded
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tag Name
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Emails
- Tags
- Stage
- Phones
- From Date
- To Date
- Updated From Date
- Updated To Date
- Lead IDs
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request IDRequired
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Tag
- Category
- Recurring
- Page size
- Page ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Emails
- Refund State
- Recurring Sale
- From Date
- To Date
- Sale IDs
- Lead IDs
- Product Tags
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- Document TemplateRequired
- Document NameRequired
- Generate PDF
- Generate Original Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Lead Opted In
Triggers when a lead opts in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Origin Assigned
Triggers when a lead is assigned as the origin of another lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Lead Tag Added
Triggers when one or more tags are added to a lead.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Call Attributed
Triggers when a new call attributed is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Sale Refunded
Triggers when a sale is refunded
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription Status Changed
Triggers when the status of a subscription changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Email
- First name
- Last name
- Phone numbers
- Lead IPs
- Cart ID
- Date
- Price Format
- Currency
- NameRequired
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- PriceRequired
- Category
- SKU
- Packages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead Email
- Lead First Name
- Lead Last Name
- Lead Phone Numbers
- Lead IPs
- Parent Email
- Lead Stage
- Subscription ID
- Name
- Tag
- Plan ID
- PriceRequired
- Start DateRequired
- End Date
- Cancel At Date
- Trial Start Date
- Trial End Date
- StatusRequired
- PeriodicityRequired
- Price Format
- Provider
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- Lead ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SourceRequired
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- Search by Email
- Search by Phone
- New Email
- First Name
- Last Name
- Phone Numbers
- Lead IPs
- Tags to Add
- Tags to Remove
- Tags Date
- Ad Optimization Consent
- Lead Stage
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- Refund Amount
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Sale IDsRequired
- Is Refunded
- Refunded Amount
- Refunded Date
- Is Recurring Sale
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Cart IDRequired
- Email
- First name
- Last name
- Phone numbers
- Lead IPs
- Date
- Price Format
- Currency
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Order IDRequired
- NameRequired
- PriceRequired
- Line item ID
- Quantity
- Sku
- Cost of Goods
- Item Discount
- Package
- Item Taxes
- Integration
- Lead Stage
- Currency
- Price Format
- Shipping Cost
- Order Taxes
- Order Hard Cost
- Order Discount
- Cart ID
- Subscription ID
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription IDsRequired
- Name
- Price
- Status
- Start Date
- End Date
- Cancel At Date
- Trial Start Date
- Trial End Date
- Client Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Ad Account IDs
- Fields
- page_size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- LevelRequired
- Ids
- Fields
- Attribution Model
- Currency
- Group Rows By
- Lead Stages
- Attribute By Sale Date
- Exclude Recurring Sales
- Exclude Hard Costs
- Attribution Window (days)
- Scientific Days Range
- Page Size
- Page ID
- Client Account
- Start Date
- End Date
- Is Ad Account Id
- Status
- New Customer Configuration
- Forecasting Option
- Source Configuration
- Keyword IDs
ActionThis is an event a Zap performs.SearchFind existing data in your app- Domain
ActionThis is an event a Zap performs.SearchFind existing data in your app- Lead IDs
- Emails
- Include Events
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Subscription IDs
- Lead Emails
- Lead IDs
- Product Tags
- Statuses
- From Date
- To Date
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ad Platform
- Ad Group ID
- Page Size
- Page ID
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- LevelRequired
- IDRequired
- Start Date
- End Date
- Attribution Model
- LTV Window
- CAC Ceiling
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Call Ids
- Emails
- Lead Ids
- Product Tags
- From Date
- To Date
- Page Size
- Qualified
- Qualification Stages
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- LevelRequired
- ID
- Start DateRequired
- End DateRequired
- Basis
- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client Account
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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