Clio + LiquidPlanner Classic

Clio + LiquidPlanner Classic integrations

Create tasks in LiquidPlanner Classic for new activities in Clio

Efficiently manage your projects and streamline your workflow by connecting Clio to LiquidPlanner Classic. This automation creates a new task in LiquidPlanner Classic whenever there's a new activity in Clio. Stay organized and ensure no important tasks are overlooked, allowing you to focus on completing your projects on time and with ease.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWrite

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More things you can do with Clio and LiquidPlanner Classic

Discover other triggers and actions you can use with Clio and LiquidPlanner Classic

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
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Name
- Billable Flag
- Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Comment
  Required
- Commentator Name
Action
Write
- Space Name
  Required
- Name
  Required
- Start Date
- Finish Date
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Url
  Required
- Description
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Note
Action
Write
- Space Name
  Required
- Name
  Required
- Start Time
  Required
- Finish Time
  Required
- Owner Name
- Comment
- Link URL
- Description
- Note
- Parent Name
- Package Name
- Activity Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Low
- High
- Owner Name
- Description
- Comment
- Link URL
- Note
- Activity Name
- Parent Name
- Package Name
- External Reference
- Delay Until
- Promise By
- Max Effort
- Manual Alert
- Started On
- Done On
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Task ID
  Required
- Low
- High
- Activity Name
- Restart Timer
- Comment
- Note
- Is Done Flag
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Commentator Name
- Comment Text
  Required
- Comment
  Required
Action
Write
- Space Name
  Required
- Link Description
  Required
- Url
- Description
Action
Write
- Space Name
  Required
- Partial Day Event Name
  Required
- Name
- Start Time
- Finish Time
- Package Name
- Parent Name
- Activity Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write

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
Try It
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
- Space Name
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space ID
  Required
Trigger
Instant
Try It
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Task Name
  Required
- Name
  Required
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Item Name
  Required
- Prerequisite Item Name
  Required
Action
Write
- Space Name
  Required
- Name
  Required
- Owner
- Package Name
- Parent Name
- Description
- Delay Until
- Done On
- External Reference
- Promise By
- Max Effort
- Manual Alert
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Name
  Required
- Date
- Owner
- Comment
- Description
- Note
- Link URL
- Activity Name
- Parent Name
- Package Name
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Parent Package Name
- Owner Name
- Parent Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
Action
Write
- Space Name
  Required
- Owner Name
- Parent Name
- Client Name
- Name
  Required
- Description
- Delay Until
- Done On
- External Reference
- Manual Alert
- Max Effort
- Promise By
- Is Done Flag
- Is on Hold Flag
- Parent Package Name
Action
Write
- Space Name
  Required
- Task Name
  Required
- Low
  Required
- High
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Other Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
Action
Write
- Space Name
  Required
- Item Name
  Required
- Work
- Low
- High
- Activity Name
- Member Name
- Is Done Flag
- Done On
- Work Performed On
- Comment
- Note
Action
Write
- Space Name
  Required
- User Name
  Required
- Timesheet Start Date
  Required
Action
Write
- Space Name
  Required
- Owner Name
- Checklist Name
  Required
- Name
- Sort Order
- Completed?
Action
Write
- Space Name
  Required
- Event Name
  Required
- Name
- Start Date
- Finish Date
- Parent Name
- Package Name
- Activity Name
- Event Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Milestone Name
  Required
- Name
- Date
- Activity Name
- Package Name
- Parent Name
- Description
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
Action
Write
- Space Name
  Required
- Task Name
  Required
- Title
- Description
- Parent Name
- Package Name
- Activity Name
- Delay Until
- Done On
- Promise By
- Started On
- Max Effort
- External Reference
- Manual Alert
- Is Done Flag
- Is on Hold Flag
- Is Shared Flag
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.

Learn moreLearn moreHelpHelp

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About LiquidPlanner Classic

LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.

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