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Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Add Candidate to Job" in JobAdder.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Bill State UpdatedTriggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CommunicationTriggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DocumentTriggers 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 TaskTriggers 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.- 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 FieldFind 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- Select entity added to folderRequired
- Select folderRequired
- ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Retained Invoice SentTriggers when a retained invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- When to TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Interviews Created By
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- When to TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Job IDRequired
- Candidate IDRequired
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Application IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job TitleRequired
- Job Description
- Work TypeRequired
- Number of Jobs
- Job OwnerRequired
- Job Source
- Status
- Location
- Company
- Recruiter/s
- Amount
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Start AtRequired
- End AtRequired
- All Day
- Priority
- Assignee/sRequired
- Primary Record TypeRequired
- Primary Record IDRequired
- Associated Applications
- Associated Candidates
- Associated Companies
- Associated Contacts
- Associated Jobs
- Associated Placements
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Placement IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IDRequired
- First Name
- Last Name
- Email
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Seeking?
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postal Code
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Positon
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IDRequired
- Categories
- Sub Categories
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Attachment IDRequired
- Document Type
- Document Category
- Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Categories
- Sub Categories
- Skills
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Placement IDRequired
- Job TitleRequired
- Contact ID
- Summary
- Placement Status
- Payment Type
- Start Date
- End Date
- Award
- Industry Code
- Fee Split
- Salary Base
- Superannuation
- Salary Total
- Fee
- Rate Per
- Hours Per Week
- Days Per Week
- Client Rate
- Candidate Rate
- On Costs Type
- On Costs
- Net Margin
- Billing Contact ID
- Billing Address ID
- Billing Email
- Order Reference
- Invoice Reference
- Terms
- Due Date
- Recruiter User IDs
- Recruiter Fee Splits
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate ID
- Email
- Find Full Name
- Find Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact ID
- Email
- Find Full Name
- Find Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Placement ID
- Candidate Full Name
- Candidate ID
- Company Full Name
- Company ID
- Placement Approved?
- Placement Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Order IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate ID
- EmailRequired
- Find Full Name
- Find Mobile
- First NameRequired
- Last NameRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
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- Contact ID
- EmailRequired
- Find Full Name
- Find Company ID
- First NameRequired
- Last NameRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
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 BillTriggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Calendar EntryTriggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New MatterTriggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Matter NoteTriggers 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 UpdatedTriggers 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
- 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 FieldFind 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
Job Ad ExpiredTriggers when a job ad has expired on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Interview / Meeting Event ScheduledTriggers when you have scheduled an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Job Ad PostedTriggers when a new job ad is posted on a job board. Will trigger multiple times if posted on multiple job boards
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Select entity removed from folderRequired
- Select folderRequired
- ID for specific sample data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Folder IDRequired
- OperatorRequired
- EntityRequired
- Entity IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IDRequired
- Document TypeRequired
- FilenameRequired
- FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Salutation
- Mobile
- Phone
- Date of Birth
- Emergency Contact
- Emergency Phone
- Unsubscribed
- Candidate Source
- Candidate Status
- Candidate Internal Rating
- Candidate Summary
- Recruiter/s
- Street Line 1
- Street Line 2
- City
- State
- Postcode
- Country Code (Alpha-2)
- LinkedIn
- Facebook
- Twitter
- Employer
- Position
- Work Type
- Salary Rate Per
- Salary Rate
- Position
- Work Type
- Salary Rate Per
- Minimum Salary Rate
- Maximum Salary Rate
- Immediately?
- Relative Unit
- Relative Period
- From Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- EmailRequired
- Phone
- Mobile
- Unsubscribed
- Salutation
- Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- CompanyRequired
- Work Type
- StageRequired
- Value
- Estimated Close
- Job Owner(s)Required
- Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job Order IDRequired
- Note TypeRequired
- Note TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Application IDRequired
- Application StatusRequired
- Note Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IDRequired
- Attachment IDRequired
- Document Type
- Document Category
- Expiry Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Company Name
- Summary
- Company Status
- Owner
- LinkedIn
- Facebook
- Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- First Name
- Last Name
- Email
- Phone
- Mobile
- Unsubscribed
- Salutation
- Contact Status
- Company
- Position
- Owner
- LinkedIn
- Facebook
- Twitter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Title
- Company
- Work Type
- Stage
- Value
- Estimated Close
- Job Owner(s)
- Additional Information
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Application ID
- Candidate ID
- Job ID
- Job Ad ID
- Active Applications Only?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Order ID
- Job Title
- Owner ID
- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Application IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate IDRequired
- DocumentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Placement IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company ID
- Company NameRequired
- Status
- Owner
- LinkedIn
- Facebook
- Twitter
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- Job Order ID
- Job TitleRequired
- Job OwnerRequired
- Company Name
- Company
- Job Description
- Work TypeRequired
- Number of Jobs
- Job Source
- Status
- Location
- Recruiter/s
- Amount
- Type
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
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