Clio + Kommo
Create tasks in Clio for new Kommo companies
Effortlessly manage your new clients and streamline your law firm's onboarding process with this Kommo and Clio workflow. When you add a new company in Kommo, a task will be created in Clio to ensure important actions are handled efficiently. Keep your team on track and enhance productivity with this seamless automation.
Effortlessly manage your new clients and streamline your law firm's onboarding process with this Kommo and Clio workflow. When you add a new company in Kommo, a task will be created in Clio to ensure important actions are handled efficiently. Keep your team on track and enhance productivity with this seamless automation.
- When this happens...
New CompanyTriggers when a new company is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Deleted
Triggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Status Changed
Triggers when lead status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Company
Updates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Updates a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead With Contact
Creates a new lead with contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Which Data Do You Want to Link?
The Data ID You Want to Link
What Do You Want to Link It To?
The Data ID You Want to Link To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Note
Updates a note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appID of Entity ItemRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeadline
Element ID
Element Type
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundElement TypeRequired
Element ID
Text
Creation Data
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 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 Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Responsible User Changed
Triggers when lead responsible user is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
Triggers when company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Updated
Triggers when lead is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Lead
Creates a new lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Lead
Updates a lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text
Creation Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text of Task
Deadline
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appElement TypeRequired
Element ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQuery
Element ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeadline
Element ID
Element Type
Text of Task
Deadline
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 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 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 Kommo
Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.
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CRM (Customer Relationship Management)Related Zap Templates
- Update Kommo contacts when new Clio activities occur
- Update Kommo leads when new Clio contacts are added
- Create links in Kommo for new contacts in Clio effortlessly
- Track and update Kommo companies with new Clio activities
- Create contacts in Kommo for new activities in Clio
- Create tasks in Kommo for new Clio contacts
- Create Kommo leads from new Clio contacts with ease
- Create notes in Kommo for new contacts in Clio
- Update Clio company contacts effortlessly when Kommo contacts are updated
- Create Clio company contacts from new Kommo leads
- Update Clio matters when new Kommo leads are added
- Add new Kommo leads to Clio as matter notes
- Create new matters in Clio from newly added leads in Kommo
- Effortlessly manage updated Kommo companies by creating tasks in Clio
- Create new matters in Clio for every new company in Kommo
- Update matters in Clio when companies are updated in Kommo
- Update Clio company contacts when Kommo contacts are modified
- Create Clio company contacts from new Kommo leads
- Create company contacts in Clio for new Kommo companies
- Create expense entries in Clio for new Kommo leads