Clio + OfficeRnD

Clio + OfficeRnD integrations

Create new OfficeRnD companies when new Clio contacts are added

Effortlessly manage your contacts between Clio and OfficeRnD with this seamless workflow. When you add a new contact in Clio, this automation will create a company in OfficeRnD, ensuring your databases stay up-to-date and organized. Simplify your contact management process and focus on what truly matters - growing your businesses and building relationships.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create CompanyTriggers when a new company is added.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Clio and OfficeRnD

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

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Organization
  Required
- Location
- Resource
Trigger
Polling
Try It
- Organization
  Required
- Location
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Send Notification
- Resource
  Required
- Start
  Required
- End
  Required
- Title
- Description
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Member
- Company
- Product
- Name
- Quantity
  Required
- Price
- Date
Action
Write
- Organization
  Required
- Plan
  Required
- Name
  Required
- Price
  Required
- Start Date
  Required
- End Date
- Location
  Required
- Company
- Member
Action
Write
- Organization
  Required
- Type
  Required
- Title
  Required
- URL
- Description
- Image URL
- Location
  Required
- Member
Action
Write
- Organization
  Required
- Booking ID
  Required
- Send Notification
- Edit Mode
Action
Write
- Organization
  Required
- Find By
  Required
- Find Occurrence
Action
Search
- Organization
  Required
- Find By
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
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
- 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
- Organization
  Required
- Location
- Visitor Flow
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Location
Trigger
Polling
Try It
- Organization
  Required
- Status
- Location
Trigger
Polling
Try It
- Organization
  Required
- Title
  Required
- Description
- Start Time
  Required
- End time
  Required
- Location
  Required
- Where
- URL
- Image URL
- Company
- Member
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Company Name
- Email
- Phone
- Bio
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Opportunity Name
- Status
- Deal Size
- Member Name
  Required
- Member Email
- Member phone
- Company Name
Action
Write
- Organization
  Required
- Location
  Required
- Name
  Required
- Email
- Url
- Twitter Handle
- Street Address
- City
- State
- Zip
- Country
- Business Name
- Tax Number
- Registration Number
- Billing Address
- Billing City
- Billing State
- Billing Zip
- Billing Country
- Tags
Action
Write
- Organization
  Required
- Location
  Required
- Visitor Name
  Required
- Visitor Flow
  Required
- Start Time
  Required
- End Time
  Required
- Visitor Company
- Visitor Email
- Visitor Phone
- Host
Action
Write
- Organization
  Required
- Find By
  Required
Action
Search
- Organization
  Required
- Find By
  Required
Action
Search

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OfficeRnD