Clio + LeadSimple

Clio + LeadSimple integrations

Create leads in LeadSimple from new contacts in Clio

Easily manage your client relationships with this seamless Clio to LeadSimple workflow. When you add a new contact in Clio, a lead will be created in LeadSimple, ensuring all important information is transferred and up-to-date. Simplify your client management process by centralizing your data across these two platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create LeadCreates a Lead in one of your Pipelines. You'll need to specify a Pipeline and a Stage.
ActionWrite

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More things you can do with Clio and LeadSimple

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

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
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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
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
Call Completed
Triggers when a new call is completed.
Trigger
Instant
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Lead Changes Stage
Triggers when a lead changes stages.
Trigger
Instant
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Lead Created
Triggers when a new lead is created.
Trigger
Instant
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Lead Is Reassigned
Triggers when a lead is reassigned.
Trigger
Instant
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Outbound Conversation Created
Triggers when an outbound conversation is created.
Trigger
Instant
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Process Changes Tags
Triggers when a process changes tags.
Trigger
Instant
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Process Reassigned
Triggers when a process is reassigned.
Trigger
Instant
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Task Completed Automatically
Triggers when a task is completed automatically. An automatic task set to auto send.
Trigger
Instant
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Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Name
- Comments
- Pipeline
  Required
- Stage
  Required
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
Action
Write
- Name
- Comments
- Process Type
  Required
- Stage
  Required
- User
- Tags
- Due At
- Property
- Unit
Action
Write
- Conversation
  Required
- Tag
  Required
Action
Write
- Conversation
  Required
- Assignee
- Status
- Snooze Expiration
Action
Write
- Process Type
  Required
- Process
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
Action
Write
- Property
  Required
- Unit
  Required
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
Action
Write
- Pipeline
  Required
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- Search
  Required
Action
Search
- ID
  Required
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
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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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
- 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
Lead Changes Pipeline
Triggers when a lead changes pipelines.
Trigger
Instant
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Lead Changes Tags
Triggers when a lead's tags change.
Trigger
Instant
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Lead Opens Email
Triggers when a lead opens email.
Trigger
Instant
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Inbound Conversation Created
Triggers when an inbound conversation is created.
Trigger
Instant
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Process Changes Stage
Triggers when a process changes stages.
Trigger
Instant
Try It
Process Created
Triggers when a new process is created.
Trigger
Instant
Try It
Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Completed Manually
Triggers when a task is completed manually. A manual task that does NOT use auto send.
Trigger
Instant
Try It
- From Number
  Required
- To Number
  Required
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
Action
Write
- Lead
  Required
- Note Text
  Required
- Created At
Action
Write
- Process
  Required
- Note Text
  Required
- Created At
Action
Write
- Contact
  Required
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
Action
Write
- Pipeline
  Required
- Lead
  Required
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
Action
Write
- Property
  Required
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
Action
Write
- Search
  Required
Action
Search
- Process Type
- Search
  Required
Action
Search
- Property
  Required
- Search
  Required
Action
Search
- ID
  Required
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.

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About LeadSimple

LeadSimple is the CRM that property management and real estate companies use to scale and grow.