Clio + Map My Customers

Clio + Map My Customers integrations

Create or update companies in Map My Customers for new activities in Clio

Stay organized and efficient when managing your clients with this seamless workflow. Whenever there's new activity in your Clio app, this automation will create or update the respective company information in your Map My Customers app. Save time by reducing manual data entry, ensuring your client records are always up-to-date and synchronized across platforms.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create or Update CompanyCreates or Updates a Company.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Clio and Map My Customers

Discover other triggers and actions you can use with Clio and Map My Customers

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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
- Filter by Groups
Trigger
Polling
Try It
- Filter by Activity Type
- Filter by Assignee
- Completed?
- Public?
Trigger
Polling
Try It
New User
Triggers when a new user is added to your organization.
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Write
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Write
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
Action
Search
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
Action
Search
- Full Name
- Email
- User ID
Action
Search
- Name
- Email
- Phone Number
- Company
- Person ID
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Search or write
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Search or 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
- Filter by Groups
Trigger
Polling
Try It
- Filter by Groups
- Filter by Funnel
Trigger
Polling
Try It
- Object Type
  Required
Action
Write
- Object Type
  Required
Action
Write
- Unique ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Pin Color
- Company
- Street Address
- Address City
- State/Province
- Postal Code
- Country
Action
Write
- Unique ID
  Required
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
Action
Write
- Name
- Email
- Phone Number
- Company
- Person ID
Action
Search
- Name
- Company
- Person
- Funnel
- Score
- Closing Date
- Amount
- Deal ID
Action
Search
- Name
- Email
- Phone Number
- Website
- Parent Company
- Company ID
- Unique ID
  Required
- Name
- Email
- Phone Number
- Website
- Pin Color
- # of Employees
- Annual Revenue
- Street Address
- Address City
- State/Province
- Postal Code
- Country
- Parent Company
Action
Search or write
- Activity Type
- Title
- Start Time
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
- Activity ID
- Unique ID
  Required
- Activity Type
- Title/Name
- Start Time
- Duration
- Assignee
- Note
- Completed?
- Public?
- Company
- Person
- Deal
Action
Search or 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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Map My Customers

Map My Customers is the mobile sales CRM simplifying your team's day-to-day.