Create integrations between Clio and LearningSuite to automate any workflow
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Quickly automate workflows with Clio and LearningSuite using Zapier's templates.
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Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 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 plan - New 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 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.- Company Name
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Note DetailRequired
- Matter
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- 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 nameRequired
- Middle name
- Last nameRequired
- 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
- Company Name
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- 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
- BodyRequired
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 Field
Find 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
- 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.Search or writeFind existing data in your app, or create a new record if no data is found- Course Progress AboveRequired
- Course
- Test Course
- Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- User Created
Triggers when a new user has been added to the platform
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - MemberRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- Bundles
- Access Date (Default = now)
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- CoursesRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Description
- TemplateRequired
- Sort IndexRequired
- PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CourseRequired
- Immediately Publish Course
- Lesson sorting position
- Company Name
- Video Url
- HTML content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Include users who have not logged in yetRequired
- Limit
- Include Groups
- Days not logged in
- Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HubRequired
- Members
- GroupsRequired
- BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Course
- User
- New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Include 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 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 plan - Task 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
- Contact Type
- 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
- 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.- 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.- Description
- 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.- Matter IDRequired
- ClientRequired
- Client Reference
- 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
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter IDRequired
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact by Custom Field
Find 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 Name
- 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- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Feedback
Triggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- GroupRequired
- BundlesRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UsersRequired
- GroupsRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HubRequired
- Members
- Groups
- Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MemberRequired
- CourseRequired
- Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UsersRequired
- GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Phone
- About
- Position
- City
- ActionRequired
- User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client EmailRequired
- Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
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