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Clio + Kartra

Update Kartra leads when new Clio activities are created

Stay on top of your client activities with this efficient workflow. Whenever there's a new activity in Clio, this automation will update the corresponding lead information in Kartra, ensuring your records are always accurate and up-to-date. Streamline your client management process and make sure you're always on the same page with your team.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Edit LeadEdit an existing lead from your Kartra account.
ActionWrite

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More things you can do with Clio and Kartra

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

New Activity
Triggers when a new activity is created.
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Bill State Updated
Triggers when the state of a bill has changed.
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New Communication
Triggers when a new communication is created.
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New Document
Triggers when a new document is created.
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Polling
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- Event
  Required
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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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
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- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
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- Calendars
  Required
- Calendar Class
  Required
Trigger
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- Forms
  Required
Trigger
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- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
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- Page Split Test Link
  Required
- Version
  Required
Trigger
Instant
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- Score
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
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- Sequences
  Required
Trigger
Instant
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- Tracking Link Category
  Required
- Tracking Links
  Required
Trigger
Instant
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- Lists
  Required
Trigger
Instant
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- Video Categories
  Required
- Videos
  Required
Trigger
Instant
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- Kartra Page Website
  Required
- Page
  Required
Trigger
Instant
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- Calendar
  Required
- Calendar Class
  Required
- Email
  Required
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- Email
  Required
- Lead ID
Action
Write
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
- Remove Points From a Lead
  Required
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to List
  Required
- Email
  Required
- Lead ID
Action
Write
- Tag Category
  Required
- Unassign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From Sequence
  Required
- Email
  Required
- Lead ID
Action
Write
- Lead Details
- Email
- Lead ID
Action
Search
- Transaction ID
  Required
Action
Search
- Lead ID
- Email
  Required
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Search or write

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
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
- Products
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Calendars
  Required
- Calendar Class
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Products
  Required
Trigger
Instant
Try It
- Memberships
  Required
- Membership Levels
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Product Funnels
  Required
- Product
  Required
- Product Price Point
  Required
Trigger
Instant
Try It
- Sequences
  Required
Trigger
Instant
Try It
- Lists
  Required
Trigger
Instant
Try It
- Tag Categories
  Required
- Tags
  Required
Trigger
Instant
Try It
- Video Categories
  Required
- Videos
  Required
Trigger
Instant
Try It
- Page Category
  Required
- Page
  Required
Trigger
Instant
Try It
- Tag Category
  Required
- Assign a Tag
  Required
- Email
  Required
- Lead ID
Action
Write
- Calendar
  Required
- Calendar Class
  Required
- Starting Date
- Email
  Required
- Lead ID
Action
Write
- Custom Field Identifier
  Required
- Custom Field Type
  Required
- Custom Field Options
Action
Write
- Lead ID
- Email
  Required
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Preferred time zone
- Facebook Account
- Twitter Account
- Linkedin Account
Action
Write
- Subscription ID
  Required
- Subscription Status
  Required
Action
Write
- Transaction ID
  Required
- Amount
- Email
  Required
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to Sequence
  Required
- Sequence Step
  Required
- Email
  Required
- Lead ID
Action
Write
- Unsubscribe Lead From List
  Required
- Email
  Required
- Lead ID
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Subscription ID
  Required
Action
Search
- Lead ID
- Email
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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.