Clio + LearningSuite
Clio + LearningSuite
Clio + LearningSuite integrations
Create LearningSuite members from new Clio contacts
When a new contact is added in Clio, this workflow seamlessly creates a member in LearningSuite, saving you valuable time and ensuring your contact data remains consistent across both platforms. Streamline your contact management and enhance the onboarding experience by automating the process with this powerful integration.
- When this happens...
New ContactTriggers when a new contact is created.TriggerInstant - automatically do this!
Create MemberCreates a Member with Email, Firstname and Lastname and sends out the Login information to the MemberActionWrite
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More things you can do with Clio and LearningSuite
Discover other triggers and actions you can use with Clio and LearningSuite
New ActivityTriggers 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 ZapPollingZapier 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 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.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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 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
- 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
Bundle CreatedTriggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Community Area
Triggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Area ID
- Forum ID
- Approved
- Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Course Progress AboveRequired
- Course
- Test Course
- Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Field Card Created
Triggers when a new custom field card is created. [using polling]
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Custom Popup ID
- Test User ID
- Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Group ID
- Test User ID
- Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Team Member Created
Triggers when a new team member (user with admin zone access) has been added to the platform.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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.- UserRequired
- Community Badge IDsRequired
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 IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area ID
- Forum IDRequired
- Post IDRequired
- Author User IDRequired
- Answer to Comment ID
- Comment TextRequired
- Enable Webhook Triggering
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub TitleRequired
- Internal NameRequired
- 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
- NameRequired
- Video Url
- HTML content
- Thumbnail URL
- Timestamp in Seconds to Generate the thumbnail
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.- PopupRequired
- MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
- Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Include never logged in members
- 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.- Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Get Published Courses
Get all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - User IDRequired
- Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- 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.- MemberRequired
- PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
- Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
- Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
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 ZapPollingZapier 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
- 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
- Non-Billable
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 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 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 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- Area ID
- Forum ID
- Mentioned User IDs
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Community Badge
Triggers when a new community badge is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Area ID
- Forum ID
- Publish Status
- Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Group Created
Triggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - 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. - Member Created
Triggers when a new member has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier 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 Given Override
- Access Until Override
- Unlimited Access
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
- Login Link in Course 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.- User IDRequired
- Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
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.- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area ID
- Forum ID
- Order
- Limit
- Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
- Include Progress
- CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member IDRequired
- Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Limit
- Offset
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.- UserRequired
- Community Badge IDsRequired
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.- Link URLRequired
- Users
- Groups
- Title
- Body Text
- Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CourseRequired
- UserRequired
- New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- UserRequired
- Email
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group NameRequired
- 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
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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