Clio + MyDesk

Clio + MyDesk integrations

Create MyDesk tasks for new Clio contacts to effortlessly manage and track them

Effortlessly manage your growing clientele with this Clio and MyDesk integration. Whenever you add a new contact in Clio, a corresponding task will be created in MyDesk, ensuring that no information is missed and your team stays in the loop. This seamless workflow not only saves time but also keeps your client management organized and efficient.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create TaskCreates a Task.
ActionWrite

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More things you can do with Clio and MyDesk

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

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
- 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
- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Contact With
- Subject
  Required
- Description
- Start Date
  Required
- End Date
  Required
- Assigned To
  Required
- Location
- Appointment Type
  Required
- Follow Up
  Required
- Is Closed
  Required
Action
Write
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Write
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
Action
Write
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- Code
  Required
Action
Search
- Name
- Code
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
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
- Company Type
  Required
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Status
  Required
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- Company
  Required
- Address Type
  Required
- Street
- Postal Code
  Required
- City
  Required
- Country
  Required
- Set as Primary Visiting Address
  Required
- Set as Primary Shipping Address
  Required
Action
Write
- Company Type
  Required
- Name
  Required
- Key
  Required
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- Representative
  Required
- Company Group
Action
Write
- Company
  Required
- Subject
  Required
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- Status
  Required
- Status Reason
- Status Clarification
- Representative
  Required
- Created By
  Required
Action
Write
- Company Type
  Required
- Id
- Key
Action
Write
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Selection Fields Info
- Company Group
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Company
- Representative
- Created By
- Status
- Id Fields Info
- Key
- Id
Action
Search
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
Action
Search
- Info
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Selection Fields Info
- Company
- Id Fields Info
- Key
- Id
- Company
  Required
- Salutation
- First Name
- Surname Prefixes
- Surname
  Required
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as Primary
  Required
- Active
  Required
Action
Search or write
- Info
- Subject
- Selection Fields Info
- Is Performed
- Assigned To
- Created By
- Performed By
- Company
- Id Fields Info
- Key
- Id
- Company
- Subject
  Required
- Description
- Planned Date
- Assigned To
  Required
- Created By
  Required
- Performed
  Required
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.

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