Connect Clio and monday.com to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Clio and monday.com together. Build enterprise-grade automation in minutes.

Our most popular template

Create items in monday.com from new matters in Clio
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Clio + monday.com
Create updates in monday.com for new contacts in Clio
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Clio + monday.com
Create items in monday.com when matter statuses are updated in Clio
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Clio + monday.com
Create monday.com items for new Clio contacts to streamline data management
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Clio + monday.com
Update monday.com item names when new activities occur in Clio
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Clio + monday.com
Update monday.com columns when new Clio contacts are added
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Clio + monday.com

Create items in monday.com from new matters in Clio

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Clio + monday.com

Create updates in monday.com for new contacts in Clio

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Clio + monday.com

Create items in monday.com when matter statuses are updated in Clio

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Clio + monday.com

Create monday.com items for new Clio contacts to streamline data management

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Clio + monday.com

Update monday.com item names when new activities occur in Clio

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Clio + monday.com

Update monday.com columns when new Clio contacts are added

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Clio + monday.com

Create new tasks in Clio whenever specified column values are updated in monday.com boards
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monday.com + Clio
Create new monday.com items for new Clio matters
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Clio + monday.com

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How Zapier works

Zapier makes it easy to integrate Clio with monday.com - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Clio and monday.com, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

For AI agents & developers

Use Clio and monday.com with AI agents and code

Beyond Zap workflows. Call Clio and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Archive Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and monday.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / monday action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and monday.com

Update monday.com boards with new legal matters

When a new matter is created in Clio, Zapier automatically creates an item in a specific monday.com board. This helps business owners stay on top of ongoing legal matters without manually communicating them to team members. It enhances task visibility and ensures everyone is informed in real time.

Business Owner

Try it

Synchronize task updates across tools

Whenever the status of a task is updated in Clio, Zapier updates the corresponding item status in a monday.com board. This automation reduces manual follow-ups between tools, improving productivity and ensuring all stakeholders are aligned on task progress.

Try it

Create content tasks for new communications

When a new communication is logged in Clio, Zapier adds an item to your monday.com content board. This ensures the marketing team can quickly act on new campaigns or client updates, helping decrease reaction time and improving communication strategy.

Marketing & Marketing Ops

Try it

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your Clio to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Clio + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and monday.com

What is Clio's integration with monday.com?

Our integration allows you to automate workflows between Clio and monday.com by setting up triggers and actions without the need for code. You can streamline processes like task management and client communications efficiently.

How do I automate tasks between Clio and monday.com?

You can automate tasks by setting up triggers in Clio — such as the creation of a new matter — which can then trigger actions in monday.com, like creating a new task or updating a project status.

Can I customize triggers and actions between these platforms?

Yes, our integration offers customizable triggers and actions. For example, you can select specific events in Clio that will kick off corresponding updates or activities in your monday.com projects.

What are some common triggers available for this integration?

Common triggers include when a new contact is added in Clio or when a task is marked complete, which can be set to automatically create or update items on your monday.com boards.

Is there support for handling multiple projects across both platforms?

Absolutely, our integration allows you to manage multiple projects concurrently by setting up different workflows that cater to each project's unique requirements without overlapping actions.

Are there any limitations on the number of workflows I can set up?

There’s no set limit on the number of workflows. You can create as many as needed to keep your operations running smoothly. However, keep performance considerations in mind as excessive automation could lead to cluttered boards or slowed performance.

How secure is the data transferred between Clio and monday.com through this integration?

Data transfer through our integration adheres to strict security protocols using encryption standards. We ensure that all interactions maintain confidentiality and data integrity throughout the automated processes.

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 monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

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Project Management

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Connect Clio and monday.com to power AI-driven automation

Launch your first automated workflow

Create items in monday.com from new matters in Clio

Create updates in monday.com for new contacts in Clio

Create items in monday.com when matter statuses are updated in Clio

Create monday.com items for new Clio contacts to streamline data management

Update monday.com item names when new activities occur in Clio

Update monday.com columns when new Clio contacts are added

Create items in monday.com from new matters in Clio

Create updates in monday.com for new contacts in Clio

Create items in monday.com when matter statuses are updated in Clio

Create monday.com items for new Clio contacts to streamline data management

Update monday.com item names when new activities occur in Clio

Update monday.com columns when new Clio contacts are added

Create new tasks in Clio whenever specified column values are updated in monday.com boards

Create new monday.com items for new Clio matters

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and monday.com with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and monday.com

Update monday.com boards with new legal matters

Synchronize task updates across tools

Create content tasks for new communications

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about Clio + monday.com integrations

Connect Clio to monday.com on the world's largest no-code automation platform