Clio + OmniFocus

Create OmniFocus tasks for new Clio contacts

Keep your focus on work and let this convenient workflow manage new contacts from Clio by creating tasks in OmniFocus. When a new contact is added in the Clio app, the workflow will swiftly create a task in OmniFocus, ensuring you never miss a crucial follow-up. Stay organized and efficient with this powerful automation.

Keep your focus on work and let this convenient workflow manage new contacts from Clio by creating tasks in OmniFocus. When a new contact is added in the Clio app, the workflow will swiftly create a task in OmniFocus, ensuring you never miss a crucial follow-up. Stay organized and efficient with this powerful automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    OmniFocusOmniFocus
    Create Task

    Creates a new task in your OmniFocus Inbox.

    ActionWrite
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Supported triggers and actions

  • 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 Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It