Clio + LiquidPlanner Classic
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create a TaskCreate a new task in Liquid Planner.
ActionWriteCreate a new record or update an existing record in your app.
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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 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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 foundSpace NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Name
Billable Flag
Shared Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
CommentRequired
Commentator Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
UrlRequired
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
Start TimeRequired
Finish TimeRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task IDRequired
Low
High
Activity Name
Restart Timer
Comment
Note
Is Done Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Commentator Name
Comment TextRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Link DescriptionRequired
Url
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Partial Day Event NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 ZapScheduledZapier 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 foundSpace NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
NameRequired
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Prerequisite Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Parent Package Name
Owner Name
Parent Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Parent Name
Client Name
NameRequired
Description
Delay Until
Done On
External Reference
Manual Alert
Max Effort
Promise By
Is Done Flag
Is on Hold Flag
Parent Package Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
LowRequired
HighRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Other NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Item NameRequired
Work
Low
High
Activity Name
Member Name
Is Done Flag
Done On
Work Performed On
Comment
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
User NameRequired
Timesheet Start DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Owner Name
Checklist NameRequired
Name
Sort Order
Completed?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Event NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Milestone NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Space NameRequired
Task NameRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About LiquidPlanner Classic
LiquidPlanner Classic, online project management with predictive scheduling that updates automatically when things change.
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