Clio + mfr - field service management

Clio + mfr - field service management integrations

Create new mfr - field service management customers from Clio activities

Effortlessly manage your client information between Clio and mfr - field service management with this streamlined workflow. When a new activity occurs in Clio, a customer will be created in mfr - field service management, ensuring your client data stays up-to-date across both platforms. Spend less time on manual data entry, and focus on providing top-notch service to your clients with this seamless integration.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a customer with a unique customer id in mfr.
ActionWrite

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More things you can do with Clio and mfr - field service management

Discover other triggers and actions you can use with Clio and mfr - field service management

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
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
- Appointment Type
Trigger
Instant
Try It
New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request State
  Required
Trigger
Instant
Try It
- Service Request ID
  Required
- Current Owner Email
- Current Owner ID
Action
Write
- Customer Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- Original Service Request ID
  Required
- Follow-up Job Name
- Follow-up Job Description
- Job Template ID
- Service Request Type
- Clone Comments
- Clone Undone and Failed Steps
- Clone Items
- Clone All Steps
- Clone Documents
- Clone Tags
- Clone Open Appointments
- Project Id
- StartDateTime
- EndDateTime
- MFR Username
- Product List
Action
Write
- ItemType Name
  Required
- ItemType Id
  Required
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location Name
  Required
- Location Id
- Company Id
- Address
  Required
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Time Event Type
  Required
- Duration [Minutes]
- Start Date Time
- End Date Time
- Description
- Username of Technician
  Required
- Service Request ID
- Appointment ID
- Longitude
- Latitude
- Driving Distance
- Corrected Time
- External ID
- Is Approved
Action
Write
- Service Request ID
  Required
- Job Name
- Job Description
- Job State
- Current Owner Email
- Target Time (minutes)
Action
Write
- Filename
  Required
- File
  Required
Action
Write
- Company Id
- Company Name
Action
Search
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search

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
New Customer
Triggers when new customer is created.
Trigger
Instant
Try It
New Job
Triggers when new job was created.
Trigger
Instant
Try It
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Appointment type
  Required
- Duration [Minutes]
  Required
- Start date time
  Required
- End date time
- Appointment description
- Username of techncian
  Required
Action
Write
- Customer First Name
  Required
- Customer Last Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Offer ID
- Service Request ID
- Note
Action
Write
- Job Id
  Required
- Report definition Code (e.g. R-212)
  Required
Action
Write
- Job Name
  Required
- Job Id
- Customer Id
  Required
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Filename
  Required
- File
  Required
- Job Id
  Required
Action
Write
- Service Request ID
  Required
- Start Date Time
- End Date Time
- Max Distance (km)
- Return Only Best Match
Action
Search
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest Id
  Required
Action
Search

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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CRM (Customer Relationship Management)

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About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

HelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create service locations in mfr - field service management for new Clio activities

Create jobs in mfr - field service management for new contacts from Clio