Clio + NationBuilder

Clio + NationBuilder integrations

Create and update NationBuilder people from new Clio activities

Stay organized and connected with this Clio and NationBuilder integration. Whenever there's a new activity in Clio, this workflow will update or create a person in NationBuilder, ensuring your contact information is up-to-date. Save time and streamline your client management process with this seamless automation.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create/Update PersonCreates a new person or organization in NationBuilder. If the person already exists, it will update the existing person.
ActionWrite

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More things you can do with Clio and NationBuilder

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

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
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Event Page ID
- Include Event Page Details
- Include Signup Details
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Tag Usage Description
- Tag Name
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- Person ID
  Required
- Automation Description
- Automation
  Required
- Campaign URL
- Campaign Source
Action
Write
- Site ID
  Required
- Calendar Page ID
- Page Name
  Required
- Slug
  Required
- Status
  Required
- Title
  Required
- Headline
  Required
- Excerpt
- Event Description
- Start At
  Required
- End At
  Required
- Time Zone
- Capacity Count
- Venue Name
  Required
- Venue Address Line 1
- Venue Address Line 2
- Venue Address Line 3
- Venue City
- Venue State
- Venue ZIP Code
- Venue County
- Venue Country Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Contact Email Private
- Contact Phone Private
- Accept RSVPs
- Additional RSVPs Count
- Allow Guests
- Show Guests
- Gather Volunteers
- Sends Auto Response
- Private Event
- Event Form Address
- Event Form Phone
- Ticket Currency
- Ticket Price (ex. 10)
- Ticket Purchase URL
- Uses Shifts
- Uses Tickets
- Donation Tracking Code ID
- External ID
- Point Person ID
Action
Write
- Person ID
  Required
- Sender ID
  Required
- Broadcaster ID
- Contact Status
  Required
- Contact Method
  Required
- Note
- Created At
- Social Capital Amount Cost
Action
Write
- Petition ID
  Required
- Person ID
  Required
- Recruiter ID
- Is Private
- Comment
- Trigger Autoresponses
Action
Write
- Email
  Required
- First Name
- Last Name
- Type
  Required
- Phone Number
- Mobile Number
- Email Opt-In
- Unsubscribed At Date
- Mobile Opt-In
- Note
- Volunteer
- Date of Birth
- Employer
- Occupation
- Sex
- Party
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
- Home Latitude
- Home Longitude
- Tags
- Bio
- Website
- Additional Fields Description
- Additional Fields
Action
Write
- Person ID
  Required
- Tag ID
  Required
Action
Write
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Path Status
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- List ID
- List Name
Action
Search
- Email
- External ID
- Signup ID
- Sideloaded Objects
- Additional Fields
Action
Search

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
- Site ID
- Calendar Page
- Include Page Details
Trigger
Polling
Try It
- Site ID
- Page Type
Trigger
Polling
Try It
- Website
- Suggestion Page
Trigger
Polling
Try It
- Site ID
- Event ID
- Page ID
- Event Name
Trigger
Polling
Try It
- Path ID
  Required
Trigger
Polling
Try It
- List ID
  Required
- Person ID
  Required
Action
Write
- Person ID
  Required
- Awarded Amount
  Required
Action
Write
- Person ID
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Private Donation
  Required
- Payment Type Name
  Required
- Send Donor Receipt
  Required
- Amount
  Required
- Succeeded At
- Donation Tracking Code ID
- Billing Address 1
  Required
- Billing Address 2
- Billing City
  Required
- Billing State
  Required
- Billing ZIP Code
  Required
- Billing Country Code
  Required
- Billing Latitude
- Billing Longitude
- Note
- Page ID
- Membership Type ID
- Membership Expiration Date
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Activity Author ID
Action
Write
- Event Page ID
  Required
- Email
  Required
- Email Opt-in
- First Name
  Required
- Last Name
  Required
- Attendee
  Required
- Canceled
- Amount in Cents
- Guests Count
- Prepaid
- Private
- Volunteer
- Phone Number
- Mobile Number
- Mobile Opt-in
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
Action
Write
- Membership Type ID
  Required
- Expires On
- Person ID
  Required
- Started At
  Required
- Status
  Required
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
Action
Write
- Person ID
  Required
- Author ID
  Required
- Note Content
  Required
Action
Write
- Signup ID
  Required
- Existing Tag Name
- New Tag Name
Action
Write
- Membership ID
  Required
- Membership Type ID
- Expires On
- Started At
- Status
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Trigger Autoresponses
Action
Write
- Site ID
- Event ID
- Page ID
- Event Name
Action
Search
- How to use with Zapier Looping
- Path ID
  Required
Action
Search
- Signup ID
- Tag ID
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.

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CRM (Customer Relationship Management)

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About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.