Clio + JobNimbus

Update JobNimbus contacts when new activities occur in Clio

Keep your JobNimbus contacts up-to-date with this seamless automation. Whenever there's a new activity in Clio, this workflow will promptly update the contact details in JobNimbus, ensuring you always have accurate information at your fingertips. Save time and minimize manual work by streamlining your contact management across both platforms.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Update Contact (Legacy)
Update an existing contact.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- 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?
Action
Search or write
- FilterRequired
Trigger
Instant
Try It
- FileRequired
- FilenameRequired
- Related IdRequired
- Attachment Type
- Description
- External ID
Action
Write
- IdRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- EmailRequired
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- 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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- 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?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- 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
Action
Search or write
- FilterRequired
Trigger
Instant
Try It
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- IdRequired
- Display NameRequired
- First Name
- Last Name
- Company
- Email
- Contact Type
- Status Name
- Source Name
- Description
- Sales Rep Name
- Home Phone
- Mobile Phone
- Work Phone
- Fax Number
- Website
- Address Line 1
- Address Line 2
- City
- State Text
- Zip
- Created By Name
- Date Created
- Date Start
- Date End
- Tags
- External Id
Action
Write
- NameRequired
- Primary Contact IdRequired
- Address Line 1Required
- Address Line 2
- CityRequired
- State TextRequired
- ZipRequired
- Country Name
- Tags
- Date Created
- Date Start
- Date End
- Job Type
- Status Name
- External Id
Action
Write
- IDRequired
Action
Search

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