Clio + Jibble
Create Jibble clients from new Clio activities for seamless client management
Effortlessly manage your legal clients and track their activities with this seamless integration between Clio and Jibble. When new activity occurs in Clio, a client will be created in Jibble. This streamlined workflow simplifies your client management process, allowing you to focus on providing outstanding legal services.
Effortlessly manage your legal clients and track their activities with this seamless integration between Clio and Jibble. When new activity occurs in Clio, a client will be created in Jibble. This streamlined workflow simplifies your client management process, allowing you to focus on providing outstanding legal services.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreates a Client
ActionWriteCreate a new record or update an existing record in your app.
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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 ZapScheduledZapier checks for new data every 15 min on the Free planNew 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
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.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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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 appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
New Clock-Out
Triggers when someone clocks-out.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new member is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Group
Triggers when a new group is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Location
Triggers when a new location is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planGo on Break
Triggers when someone is on break.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Project
Triggers when a project is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
Note for Clock out
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
Email
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Member EmailRequired
New Member Full NameRequired
code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Name
Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Name
Address
GeoFence radius
GeoFence units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson emailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPeriodRequired
Start DateRequired
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundGroup IdRequired
NameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocation IdRequired
NameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson IdRequired
Full NameRequired
Email
Phone Number
Group
Schedule
Code
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
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 ZapScheduledZapier checks for new data every 15 min on the Free planTask 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.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
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 appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Clock-In
Triggers when someone clocks-in.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Client
Triggers when a new client is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Manual Time Entry
Triggered when manual time entry is added for member
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Person
Triggers when a new member is added or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Update Activity
Triggers when an activity is created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
Activity
Project
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Code
Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
DateRequired
HoursRequired
MinutesRequired
Activity Id
Project Id
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Description
Client
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Archive Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GroupRequired
Name
Schedule
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Archive Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStart DateRequired
End DateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Description
Code
Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Schedule
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
AddressRequired
GeoFence radius
GeoFence radius units
Coordinates latitude
Coordinates longitude
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
Full NameRequired
Phone Number
Group
Schedule
Code
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Code
Description
Client
Location
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
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Jibble
Jibble is a free time clock app that enables you to track when your staff are at work for attendance,
payroll and projects. This app connects with Jibble 2 only.