Clio + MyDesk
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.
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.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create TaskCreates a Task.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers 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 planNew 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 appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundRepresentative
Appointment Type
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Contact With
SubjectRequired
Description
Start DateRequired
End DateRequired
Assigned ToRequired
Location
Appointment TypeRequired
Follow UpRequired
Is ClosedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Code
Description
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Name
Email Address
Website
Customer Number
Postal Code
Selection Fields Info
Company Group
Id Fields Info
Key
Id
Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Selection Fields Info
Company
Representative
Created By
Status
Id Fields Info
Key
Id
CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
Status Reason
Status Clarification
RepresentativeRequired
Created ByRequired
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 planTask 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 appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundCompany TypeRequired
Company Group
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatusRequired
Representative
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompleted By
Assigned To
Subject
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompanyRequired
Address TypeRequired
Street
Postal CodeRequired
CityRequired
CountryRequired
Set as Primary Visiting AddressRequired
Set as Primary Shipping AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
NameRequired
KeyRequired
Website
Email Address
Phone Number
Description
Customer Number
RepresentativeRequired
Company Group
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
SubjectRequired
Description
Amount
Estimated Success Rate
Estimated Closing Date
StatusRequired
Status Reason
Status Clarification
RepresentativeRequired
Created ByRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company TypeRequired
Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Id
Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
Name
Email Address
Website
Customer Number
Postal Code
Selection Fields Info
Company Group
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Selection Fields Info
Company
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Selection Fields Info
Company
Representative
Created By
Status
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
Subject
Selection Fields Info
Is Performed
Assigned To
Created By
Performed By
Company
Id Fields Info
Key
Id
ActionThis is an event a Zap performs.SearchFind existing data in your appInfo
First Name
Surname Prefixes
Surname
Email Address
Phone Number
Mobile Number
Selection Fields Info
Company
Id Fields Info
Key
Id
CompanyRequired
Salutation
First Name
Surname Prefixes
SurnameRequired
Function
Mobile Number
Phone Number
Email Address
Set as PrimaryRequired
ActiveRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
Subject
Selection Fields Info
Is Performed
Assigned To
Created By
Performed By
Company
Id Fields Info
Key
Id
Company
SubjectRequired
Description
Planned Date
Assigned ToRequired
Created ByRequired
PerformedRequired
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
About Clio
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