Clio + LearnWorlds
Create and enroll LearnWorlds users when new Clio contacts are added
Effortlessly add new contacts from Clio to LearnWorlds with this seamless workflow. Whenever a new contact is created in Clio, this automation will take care of creating and enrolling the user in LearnWorlds. Save time and streamline your onboarding process, ensuring that your users get access to valuable learning resources without any manual intervention.
Effortlessly add new contacts from Clio to LearnWorlds with this seamless workflow. Whenever a new contact is created in Clio, this automation will take care of creating and enrolling the user in LearnWorlds. Save time and streamline your onboarding process, ensuring that your users get access to valuable learning resources without any manual intervention.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create and Enroll User (Legacy)Adds a new user and also gives access to a paid course or bundle.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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 ZapPollingZapier 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.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 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 Certificate
Triggers when a user is awarded a certificate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a new email lead is captured.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CourseRequired
Learning ActivityRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user is registered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full NameRequired
EmailRequired
ProductRequired
Price
Transaction Id
Avatar link
Phone Number
Address
Country
Birthday
Company
Company Size
Website
University
Graduation Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last Name
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 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 foundNew Certificate (Legacy)
Triggers when a user is awarded a certificate.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Course Completed
Triggers when a user completes a course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead (Legacy)
Triggers when a new email lead is captured.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Learning Program Completed
Triggers when a user completes a learning program.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Created
Triggers when a payment transaction for a purchase (including one-off purchase, subscription payment, or installment of a payment plan) is successfully charged. For a subscription or a payment plan, a new transaction is created for every single payment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SourceRequired
SurveyRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User (Legacy)
Triggers when a new user is registered.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Updated
Triggers when a user profile is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EmailRequired
ProductRequired
Price
Transaction Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full NameRequired
EmailRequired
Phone Number
Address
Country
Birthday
Company
Company Size
Website
University
Graduation Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
First Name
Last Name
ProductRequired
Price
Send Welcome Email
Transaction Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ProductRequired
Mark Payment as Refunded
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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