Clio + Notion

Create Notion database items from new matters in Clio

Streamline your workflow between Clio and Notion with this simple solution. Once activated, this automation will instantly create a new database item in Notion whenever a new matter is added in Clio. This saves you time and ensures you never miss tracking important matters, keeping your information up-to-date across both platforms.

Streamline your workflow between Clio and Notion with this simple solution. Once activated, this automation will instantly create a new database item in Notion whenever a new matter is added in Clio. This saves you time and ensures you never miss tracking important matters, keeping your information up-to-date across both platforms.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

  • 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 more

Related categories

  • CRM (Customer Relationship Management)

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notion logo

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 more

Related categories

  • Task Management