Clio + Missive

Clio + Missive integrations

Create new Missive contacts from new matters in Clio

When a new matter arises in Clio, this workflow will take over and create a contact in Missive immediately. Streamlining your client management, it saves you time on data entry and ensures that all your contacts are accurately recorded in both apps. Enhance your productivity and never miss updating a client's information with this efficient workflow.

When this happens...
New MatterTriggers when a new matter is created.
TriggerInstant
automatically do this!
Create ContactCreates a new contact.
ActionWrite

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More things you can do with Clio and Missive

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

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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact Book
  Required
- Kind
  Required
Trigger
Polling
Try It
- Type
  Required
- Organization
- Message contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From_name
- From_address
- From_phone_number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base64_data
- Send
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
Action
Write
- Id
  Required
- Title
  Required
- Description
- Conversation
- References
- Organization
- Due_at
- Subtask
- State
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
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
New Contact Book
Triggers when a contact book is created.
Trigger
Polling
Try It
- Contact Book
  Required
Trigger
Polling
Try It
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation_icon
- Notification_title
  Required
- Notification_body
  Required
- Text
- Color
- Pretext
- Author_name
- Author_link
- Author_icon
- Title
- Title_link
- Image_url
- Attachment_text
- Date
- Footer
- Footer_icon
- Conversation_subject
- Conversation_color
- Conversation
- References
- Add_to_inbox
- Organization
Action
Write
- Contact_id
  Required
- Contact Book
  Required
- First_name
- Last_name
- Middle_name
- Phonetic_first_name
- Phonetic_last_name
- Phonetic_middle_name
- Prefix
- Suffix
- Nickname
- File_as
- Notes
- Starred
- Gender
Action
Write
- Contact Book
  Required
- Search
  Required
- Order
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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Related Zap Templates

Create Missive posts for new Clio contacts

Related Zap Templates

Create Missive posts for new Clio contacts