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Clio + Notion

Update Notion database items with new contacts from Clio

With this workflow, as soon as a new contact is added in your Clio app, the information gets instantly updated in your Notion database. It saves you the time and effort of manual input while ensuring your data stays consistent and up-to-date. This seamless data organization helps legal professionals streamline their client management tasks.

With this workflow, as soon as a new contact is added in your Clio app, the information gets instantly updated in your Notion database. It saves you the time and effort of manual input while ensuring your data stays consistent and up-to-date. This seamless data organization helps legal professionals streamline their client management tasks.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Update Database Item

    Updates a database item.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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clio logo

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 moreHelp

Related categories

  • 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.

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