Clio + Pluvo

Clio + Pluvo integrations

Create new Pluvo e-learning users for new Clio contacts

Effortlessly keep track of your new contacts in Clio and ensure they have access to relevant e-learning material with this seamless workflow. When you add a new contact in Clio, this automation will enroll them as a user in your Pluvo e-learning platform. Save time and enhance your clients' learning experience by bridging the gap between legal case management and e-learning.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add User to E-LearningAdd user to e-learning.
ActionWrite

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More things you can do with Clio and Pluvo

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

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
Module Group Unlocked
Triggers when a module group in a learning journey is unlocked
Trigger
Instant
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Create Group
Triggers when a group is created.
Trigger
Instant
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Update Group
Triggers when a group is updated.
Trigger
Instant
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Delete E-Learning
Triggers when e-learning is deleted.
Trigger
Instant
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Create User
Triggers when a user is created.
Trigger
Instant
Try It
Update User
Triggers when a user is updated.
Trigger
Instant
Try It
- User Reference
  Required
- Group reference
  Required
Action
Write
- User reference
  Required
- E-Learning reference
  Required
- Send invite
Action
Write
- E-Learning update
- E-Learning reference
  Required
- Title
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
Action
Write
- Group reference
  Required
Action
Search
- E-Learning reference
  Required
Action
Search
- Group reference
  Required
- Name
  Required
- Enable Chat
Action
Search or write
- User reference
  Required
- Name
  Required
- Email
  Required
- Active
- Send invite
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
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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
Module Group File Uploaded
Triggers when a file is uploaded in a learning journey
Trigger
Instant
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Delete Group
Triggers when a group is deleted.
Trigger
Instant
Try It
Create E-Learning
Triggers when e-learning is created.
Trigger
Instant
Try It
Update E-Learning
Triggers when e-learning is updated.
Trigger
Instant
Try It
Delete User
Triggers when a user is deleted.
Trigger
Instant
Try It
- User Reference
  Required
- Group reference
  Required
Action
Write
- Group update
- Group reference
  Required
- Name
- Enable Chat
Action
Write
- User reference
  Required
- E-Learning reference
  Required
Action
Write
- User update
- User reference
  Required
- Name
- Email
- Active
Action
Write
- Progress search
- Since
- User reference
Action
Search
- User reference
  Required
Action
Search
- E-Learning reference
  Required
- Title
  Required
- Subtitle
- Introduction
- Start Date
- End Date
- Active
- Show Participants
- Show Shared Files
- Enable Chat
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.

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CRM (Customer Relationship Management)

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About Pluvo

Pluvo is an all-in-one learning platform that lets you create beautiful online courses that leave an unforgettable impression. For every budget and every learning challenge.

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Online Courses

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Create Pluvo e-learning users from new Clio activities

Related Zap Templates

Create Pluvo e-learning users from new Clio activities