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Clio + Notion

Clio + Notion

Clio + Notion integrations

Create new Notion database items from new Clio documents

Whenever a new document is added in your Clio account, this workflow swiftly saves it as a new database entry in Notion. It's an effortless way to keep your Notion database updated with all the latest entries from Clio without manually copying each one over. This results in an organized and consistently updated Notion database that allows you to focus more on your legal work and less on administrative tasks.

  1. When this happens...
    New Document
    New Document
    New DocumentTriggers when a new document is created.
  2. automatically do this!
    Create Data Source Item
    Create Data Source Item
    Create Data Source ItemCreates an item in a data source.
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More things you can do with Clio and Notion

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

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    Bill State Updated

    Triggers when the state of a bill has changed.

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    New Communication

    Triggers when a new communication is created.

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    New Calendar Entry

    Triggers when a new calendar entry is created.

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    • Contact Type
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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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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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