Clio + LearnWorlds

Clio + LearnWorlds integrations

Enroll LearnWorlds users in product when new contacts are created in Clio

Effortlessly streamline your client onboarding process with this easy-to-use Clio and LearnWorlds integration. Whenever you add a new contact in Clio, this workflow will enroll them in a designated LearnWorlds product, saving you time and ensuring a seamless experience for your clients. Enhance your legal educational courses by keeping your Clio contacts organized and informed with this powerful automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
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Enroll User in Product (Legacy)Gives the user access to a paid course or bundle.
ActionWrite

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More things you can do with Clio and LearnWorlds

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

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
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- 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
- Assessment
  Required
Trigger
Instant
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New Certificate
Triggers when a user is awarded a certificate.
Trigger
Instant
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User Enrolled in Product
Triggers when a user is enrolled in a product (free, paid or private course, bundle or subscription).
Trigger
Instant
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New Lead
Triggers when a new email lead is captured.
Trigger
Instant
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- Course
  Required
- Learning Activity
  Required
Trigger
Instant
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Payment Failed
Triggers when a recurring payment has failed (only for stripe installments and subscriptions).
Trigger
Instant
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New Enrollment Purchase (Legacy)
Triggers when a user is enrolled in or purchases a paid product.
Trigger
Instant
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Subscription Updated
Triggers when a subscription is updated (either planned for cancellation or renewed, or the selected plan has been updated).
Trigger
Instant
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- Tag
  Required
Trigger
Instant
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User Unenrolled From Product
Triggers when a user is unenrolled from a product (paid or private course, bundle or subscription).
Trigger
Instant
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New User
Triggers when a new user is registered.
Trigger
Instant
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- Full Name
  Required
- Email
  Required
- Product
  Required
- Price
- Transaction Id
- Avatar link
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
Action
Write
- Email
  Required
- Tags
  Required
Action
Write
- Email or ID
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
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
New Certificate (Legacy)
Triggers when a user is awarded a certificate.
Trigger
Instant
Try It
Course Completed
Triggers when a user completes a course.
Trigger
Instant
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New Lead (Legacy)
Triggers when a new email lead is captured.
Trigger
Instant
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Learning Program Completed
Triggers when a user completes a learning program.
Trigger
Instant
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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.
Trigger
Instant
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User Previewed a Free Section
Triggers when a user has previewed a free section of a paid course.
Trigger
Instant
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Subscription or Payment Plan Canceled
Triggers when a user cancels their subscription or payment plan.
Trigger
Instant
Try It
- Source
  Required
- Survey
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
New User (Legacy)
Triggers when a new user is registered.
Trigger
Instant
Try It
User Updated
Triggers when a user profile is updated.
Trigger
Instant
Try It
- Email
  Required
- Product
  Required
- Price
- Transaction Id
Action
Write
- Full Name
  Required
- Email
  Required
- Phone Number
- Address
- Country
- Birthday
- Company
- Company Size
- Website
- University
- Graduation Year
Action
Write
- Email
  Required
- First Name
- Last Name
- Product
  Required
- Price
- Send Welcome Email
- Transaction Id
Action
Write
- Email
  Required
- Product
  Required
- Mark Payment as Refunded
Action
Write

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 LearnWorlds

LearnWorlds is a premium learning platform via which you sell online courses under your own website.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

Related Zap Templates

Create LearnWorlds users from new Clio activities

Create and enroll LearnWorlds users when new Clio contacts are added