Clio + Offri

Clio + Offri integrations

Create or update Offri contacts when new contacts are added in Clio

Effortlessly keep your contacts up-to-date between Clio and Offri with this seamless workflow. When a new contact is added in Clio, it automatically searches for the contact in Offri and either updates their information or creates a new contact if none is found. This way you can maintain accurate records across both platforms, streamlining your client management process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Find and Create/Update ContactFinds and updates a Contact, optionally creates one if it doesn't exist
ActionWrite

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More things you can do with Clio and Offri

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

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
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
- Proposal Status
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Title
  Required
- Expire on
- Language
- Contact
- Custom metadata
Action
Write
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
- Email address
- Create Contact Person if no Contact Person is found
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
Action
Write
- Workspace
  Required
- Contact
  Required
- Contact Person to update
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Client
  Required
- Matches
  Required
- Name
- Email address
Action
Search
- Workspace
  Required
- Contact
  Required
- Matches
  Required
- Name
  Required
- Email
Action
Search or write

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
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspaces
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Contact
  Required
- Name
  Required
- Email
Action
Write
- Workspace
  Required
- Matches
  Required
- Name
- Email address
- Client Number
- Create contact if no contact is found
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Contact to remove
  Required
Action
Write
- Workspace
  Required
- Contact to update
  Required
- Is private
- Name
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Write
- Workspace
  Required
- Find by
  Required
Action
Search
- Workspace
  Required
- Find by
  Required
- Workspace
  Required
- Is private
- Name
  Required
- Email
- Phone Number
- Street + nr
- Postal Code
- City
- Client Number
- Country
- Language
- CoC Number
- VAT Number
Action
Search or write

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

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About Offri

Offri enables you to create great looking proposals quickly.

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Proposal & Invoice Management

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