Connect Clio and Notion to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Clio and Notion together. Build enterprise-grade automation in minutes.

Our most popular template

Create new pages in Notion for each new contact in Clio
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Clio + Notion
Manage new tasks in Clio by creating database items in Notion
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Clio + Notion
Update Notion database items with new contacts from Clio
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Clio + Notion
Create new Notion database items from new matters in Clio
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Clio + Notion
Create new Notion database items from new Clio documents
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Clio + Notion
Create new Notion database items for new Clio contacts
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Clio + Notion

Create new pages in Notion for each new contact in Clio

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Clio + Notion

Manage new tasks in Clio by creating database items in Notion

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Clio + Notion

Update Notion database items with new contacts from Clio

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Clio + Notion

Create new Notion database items from new matters in Clio

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Clio + Notion

Create new Notion database items from new Clio documents

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Clio + Notion

Create new Notion database items for new Clio contacts

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Clio + Notion

Create Notion database items from new matters in Clio
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Clio + Notion
Update Notion database items each time Clio matter status is updated
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Clio + Notion

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with Notion - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Add Block to Page" in Notion.

You’re connected!

Zapier seamlessly connects Clio and Notion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Data Source
  Required
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Data Source
- Page
  Required
- Properties to Watch
Trigger
Instant
Try It
- Data Source
- Item
  Required
Action
Write
- Data Source
- Template Mode
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write
- Database
  Required
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data Source
  Required
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File_upload_note
- Page (or Block) ID
  Required
- File
  Required
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- BlockId
  Required
Action
Search
- Data Source
Action
Search
- Block ID
  Required
- Page Size
- Start Cursor
Action
Search
- Page or Database Item ID
  Required
Action
Search
- Page
  Required
- Property
  Required
Action
Search
- User
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
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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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
- Database
- Data Source
- Page
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Page
  Required
Trigger
Instant
Try It
- Page
  Required
- Block Type
  Required
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- Page
  Required
- Comment
  Required
Action
Write
- Parent_page
  Required
- Title
- Content
- Icon
- Cover
Action
Write
- Item ID
  Required
Action
Write
- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- File_upload_note
- Data Source
  Required
- Item
  Required
- File Property
  Required
- File
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Page
  Required
Action
Search
- Block ID
  Required
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or write

For AI agents & developers

Use Clio and Notion with AI agents and code

Beyond Zap workflows. Call Clio and Notion actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and Notion actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Add Block to Page

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Notion actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / notion action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and Notion

Sync new client details to Notion

When a new contact is created in Clio, automatically add their information to a designated Notion database. This keeps client records up-to-date across tools without manual entry, saving time and reducing errors.

Business Owner

Try it

Track legal tasks in Notion

When a new task is created in Clio, Zapier will add it to a Notion database. This centralizes task management, ensuring visibility for engineering-related legal requirements.

Engineering

Try it

Learn how to automate Notion on the Zapier blog

Make work flow with AI

Level up your Clio to Notion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Clio + Notion integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Notion

What can I achieve by integrating Clio with Notion?

By integrating Clio with Notion, you can automate workflows such as creating new database items in Notion for each new task added in Clio. This ensures all your legal tasks are tracked and managed efficiently within Notion.

How do I set up the integration between Clio and Notion?

To set up the integration, you need to create a Zap where you select Clio as the trigger app and Notion as the action app. You will be guided through authentication steps for both applications before customizing your trigger events in Clio to automate corresponding actions in Notion.

Can I create custom triggers for my integration?

Yes, you can customize triggers based on specific events in Clio such as new contacts added or tasks updated. These triggers can prompt various actions within Notion like creating pages or adding comments.

What types of actions can be executed in Notion from Clio triggers?

Actions that can be executed in Notion include creating database entries, updating existing records, and appending content to existing pages. The flexibility allows you to tailor how information flows into Notion based on your unique needs from events happening in Clio.

Do I need any coding skills to integrate Clio with Notion?

No coding skills are required. Our platform provides a user-friendly interface where you can easily define the workflows by setting up triggers and selecting corresponding actions without writing a single line of code.

Are there any limitations I should be aware of when integrating these two apps?

While our integration allows robust functionalities, it is important to note that limitations might exist depending on API access provided by Clio and Notion. We keep our documentation updated with any such constraints or changes that might affect integrations.

How secure is the data transfer between Clio and Notion during integration?

We prioritize security, implementing robust encryption protocols during data transfer between Clio and Notion. Sensitive information processed through our platform is handled with utmost care ensuring high levels of security compliance.

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn moreLearn moreHelpHelp

Related categories

Task Management

Connect Clio and Notion to power AI-driven automation

Launch your first automated workflow

Create new pages in Notion for each new contact in Clio

Manage new tasks in Clio by creating database items in Notion

Update Notion database items with new contacts from Clio

Create new Notion database items from new matters in Clio

Create new Notion database items from new Clio documents

Create new Notion database items for new Clio contacts

Create new pages in Notion for each new contact in Clio

Manage new tasks in Clio by creating database items in Notion

Update Notion database items with new contacts from Clio

Create new Notion database items from new matters in Clio

Create new Notion database items from new Clio documents

Create new Notion database items for new Clio contacts

Create Notion database items from new matters in Clio

Update Notion database items each time Clio matter status is updated

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Notion with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and Notion

Sync new client details to Notion

Track legal tasks in Notion

Learn how to automate Notion on the Zapier blog

Create Notion tasks from Slack with ChatGPT and Zapier

How to automatically add Google Tasks to a Notion database

How to connect Google Sheets to Notion

Make work flow with AI

Frequently Asked Questions about Clio + Notion integrations

Connect Clio to Notion on the world's largest no-code automation platform