Clio + Netex Learning Cloud

Create Netex learningCloud users for new Clio contacts

Effortlessly add new contacts from Clio to Netex learningCloud with this seamless workflow. Whenever a new contact is added in Clio, this automation will create a user in the Netex learningCloud app, saving you time and ensuring that no new contacts are missed in the onboarding process. Keep your legal practice's learning management system updated and organized with this easy-to-use integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create User
Creates a new user.
ActionWrite

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Supported triggers and actions

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
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- 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?
Action
Search or write
- Last Name
- Email
- Sprint Name
- Sprint Link
- First Name
Trigger
Instant
Try It
- Last Name
- Email
- Sprint Name
- Sprint Link
- Progress
- First Name
Trigger
Instant
Try It
- NameRequired
- CodeRequired
- Description
- Parent Group
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- UsernameRequired
- Password
- First NameRequired
- Last NameRequired
- LanguageRequired
- TimezoneRequired
- EmailRequired
- Role Netex Cloud
- Role LMS
- Role Share
- Role Author
- Role Skills Manager
- Rol Automate
- Line Manager
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Enabled
Action
Write
- UsernameRequired
- PasswordRequired
Action
Write
- UserRequired
Action
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- 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
Action
Search or write
- Last Name
- Email
- Sprint Name
- Sprint Link
- First Name
Trigger
Instant
Try It
- GroupRequired
- UserRequired
Action
Write
- CourseRequired
- StudentRequired
Action
Write
- CodeRequired
- NameRequired
- Description
- Role netexCloud
- Role learningCloud
- Role talentCloud
- Role contentCloud
- Role learningCentral
- Role Social
Action
Write
- UsernameRequired
- First NameRequired
- Last NameRequired
- LanguageRequired
- TimezoneRequired
- EmailRequired
- Role Netex Cloud
- Role LMS
- Rol Share
- Role Author
- Role Skills Manager
- Rol Automate
- Office Phone Number
- Mobile Phone Number
- Location
- User Description
- Interests
- Enabled
Action
Write
- UsernameRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Netex Learning Cloud

Netex learningCloud is a learning platform designed for the modern workforce.

Related categories

Online Courses

Related Zap Templates

Send welcome emails in Netex learningCloud when new activities occur in Clio

Related Zap Templates

Send welcome emails in Netex learningCloud when new activities occur in Clio

Clio + Netex Learning Cloud

Create Netex learningCloud users for new Clio contacts

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

User Completed Sprint

User Reaches Sixty-Six Percent

Create Group

Create User

Update Password

Send Welcome Mail

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

User Enrolled in a Sprint

Add User to Group

Enroll Student

Update Group

Update User

Find User

About Clio

Related categories

Similar apps

Zapier Interfaces

About Netex Learning Cloud

Related categories

Related Zap Templates

Related Zap Templates