Clio + Moskit
Clio + Moskit
Clio + Moskit integrations
Create Moskit deals for new Clio activities
Effortlessly streamline your legal client management with this Clio-Moskit workflow. When a new activity occurs in Clio, this automation will create a deal in Moskit, ensuring you have an organized pipeline and can focus on providing the best legal services. Close deals faster and maintain a cohesive overview of your client interactions with this time-saving solution.
- When this happens...
New ActivityTriggers when a new activity is created.TriggerInstant - automatically do this!
Create DealCreate a new Deal.ActionWrite
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More things you can do with Clio and Moskit
Discover other triggers and actions you can use with Clio and Moskit
New ActivityTriggers 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 ZapPollingZapier checks for new data every 15 min on the Free plan - New 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.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- 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 app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found
Activity Completion AttempTriggers when activity is try.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Activity Completed
Triggers when a new activity is done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Updated
Triggers when a new activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Responsible Changed
Triggers when company responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a new contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Lost
Triggers when a deal is lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Responsible Changed
Triggers when a deal responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Responsible Changed
Triggers when the responsible project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Unarchived
Triggers when a project is unarchived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Activity
Create new Activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Activity Responsible
Change responsible of activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Company Responsible
Change responsible of Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Contact Responsible
Change the responsible of Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Deal
Create a new Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Deal Note
Create note in deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Deal Stage
Change stage of the Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Won Deal
Won Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Product to Deal
Links a new product to a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Archive Project
Archive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Project Note
Add note in Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Project Step
Change step of project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Project
Update a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Email
- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Email
- Name
- ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ID
- Name
- Sku
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- 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 ZapPollingZapier checks for new data every 15 min on the Free plan - Task 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
- Non-Billable
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 app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- Search 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 found- New Activity Created
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Responsible Changed
Triggers when activity responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company Created
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a new company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Responsible Changed
Triggers when contact responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Reopened
Triggers when a deal status is open.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Changed
Triggers when a deal stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Won
Triggers when a deal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Step Changed
Triggers when the step project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Complete Activity
Done activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Activity
Update a activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Company Note
Add note in Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Company
Update a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Contact Note
Add note in Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Action to update a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Lose Deal
Lost Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Deal Responsible
Change responsible of deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Product
Create a new Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Create a new Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Project Responsible
Change responsible of Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Unarchive Project
Unarchive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Sku
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Email
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Name
- ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Name
- ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Name
- ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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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Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.
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