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Set up your first integration
Quickly connect Clio to Notion with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Notion - no code necessary. See how you can get setup in minutes.
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.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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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
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.
EngineeringLearn how to automate Notion on the Zapier blog
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.
