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2. Choose action

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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

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An action happens after the trigger—such as "Create Calendar Event" in Prima.Law.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Connect Clio and Prima.Law to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

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
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Company Name
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Date
  Required
Action
Write
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
  Required
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
- 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
Search or write
Assigned Task
Trigger when a task is assigned.
Trigger
Instant
Try It
Case Flows Completed
Trigger when a flow item is completed.
Trigger
Instant
Try It
Commented Task
Trigger when a task is commented.
Trigger
Instant
Try It
Get Type Leads
Fetches a list of type leads.
Trigger
Polling
Try It
New Case Tag
Triggers when a new Case tag is created.
Trigger
Polling
Try It
New Lead Tag
Triggers when a new Lead tag is created.
Trigger
Polling
Try It
New Address
Trigger when a new address is added
Trigger
Instant
Try It
New Calendar Event
Trigger when a new calendar event is added.
Trigger
Instant
Try It
New Contact
Trigger when a new contact is added.
Trigger
Instant
Try It
New EAD
Trigger when a new EAD is added
Trigger
Instant
Try It
New Family Member
Trigger when a new Family Member is added
Trigger
Instant
Try It
New Marriage History
Trigger when a new Marriage History is added
Trigger
Instant
Try It
New Passport
Trigger when a new passport is added
Trigger
Instant
Try It
New Phone Call
Trigger when a new phone call is added
Trigger
Instant
Try It
New Transaction
Trigger when a new transaction is added.
Trigger
Instant
Try It
New US Entry
Trigger when a new US Entry is added
Trigger
Instant
Try It
Reassigned Task
Trigger when a task is reassigned.
Trigger
Instant
Try It
Update Address
Trigger when a new address is updated
Trigger
Instant
Try It
Update Contact
Trigger when a contact is updated.
Trigger
Instant
Try It
Update EAD
Trigger when a new EAD is updated
Trigger
Instant
Try It
Update Family Member
Trigger when a new Family Member is updated
Trigger
Instant
Try It
Update Note
Trigger when a note is updated.
Trigger
Instant
Try It
Update Phone Number
Trigger when a phone is updated
Trigger
Instant
Try It
Update US Entry
Trigger when a new US Entry is updated
Trigger
Instant
Try It
- Calendar
  Required
- Title
  Required
- Start date
  Required
- End date
  Required
- All day
  Required
- Location
- Attendees
- Description
- Recurring events compatibility mode
Action
Write
- Company Name
- Contact Id
  Required
- Case Type Id
- Area
- Case Status
- Beneficiary
- Practice Area
- Payment Type
- Reciept Number
- Dropbox Folder
- Attorney
- Attorney Type
- Plantiff
- Plantiff Type
- Filling
- Filling Type
- Court
- Number
- Matter of
- Filling Date
- Defendat Type
- Defendant
- Judge
- Plantiff Client
- Defendant Client
- Prosecutor
- Fcourt
- Expire Date
- Primary Paralegal Id
- Secondary Paralegal Id
- Secondary Attorney Id
- Retainer Amount
- Amount Paid Today
- Attorney Hourly Rate
- Paralegal Hourly Rate
- Paid Every X Days
- First Payment Day
- Last Payment Day
- File Copy Amount
- Complete Date Goal
- Regular Payment Amount
- Number of Payments
- Case Tag
Action
Write
- File Name
  Required
- File Content
  Required
- Case Id
  Required
- Contact Id
  Required
Action
Write
- Subject
  Required
- Body
  Required
- Case Id
  Required
- Contact Id
  Required
- Regarding
- Regarding Type
- Date
  Required
- Visible On Client Portal
Action
Write
- Company Name
- Number
- Annotation
- Best time to call
- Contact Type
- Active Type
- Country Area Code
- Ext
- Contact Id
  Required
Action
Write
- Calendar
  Required
- Title
  Required
- Start date
  Required
- End date
  Required
- All day
  Required
- Timezone
- Location
- Attendees
- Description
- Recurring events compatibility mode
Action
Write
- Calendar
  Required
- Search term
  Required
- Start time
- End time
Action
Search
- Calendar
  Required
- Search term
  Required
- Start time
- End time
- Title
  Required
- Start date
  Required
- End date
  Required
- All day
  Required
- Location
- Attendees
- Description
- Recurring events compatibility mode
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
- Contact Type
- 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
- 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
- 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
- Description
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter ID
  Required
- Client
  Required
- Client Reference
- 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
Action
Write
- Invoice_number
- Matter ID
  Required
- 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
- 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
Case Checklist Completed
Trigger when a checklist item is completed.
Trigger
Instant
Try It
Case Status Change
Trigger when case status change (from open to closed or from closed to open).
Trigger
Instant
Try It
Completed Task
Trigger when a task is completed.
Trigger
Instant
Try It
New Call Tag
Triggers when a new Call tag is created.
Trigger
Polling
Try It
New Contact Tag
Triggers when a new Contact tag is created.
Trigger
Polling
Try It
New Task Tag
Triggers when a new Task tag is created.
Trigger
Polling
Try It
Update Advance Parole
Trigger when a new Advance Parole is updated
Trigger
Instant
Try It
New Case
Trigger when a new case is added.
Trigger
Instant
Try It
New Criminal History
Trigger when a new Criminal History is added
Trigger
Instant
Try It
New Educational History
Trigger when a new Educational History is added
Trigger
Instant
Try It
New Lead
Trigger when a new lead is added
Trigger
Instant
Try It
New Note
Trigger when a note is added.
Trigger
Instant
Try It
New Phone Number
Trigger when a new phone is added
Trigger
Instant
Try It
New Task
Trigger when a new task is added.
Trigger
Instant
Try It
New Travel History
Trigger when a new travel history is added
Trigger
Instant
Try It
New Visa History
Trigger when a new visa history is added
Trigger
Instant
Try It
Update Travel History
Trigger when a new travel history is updated
Trigger
Instant
Try It
Update Case
Trigger when a case is updated.
Trigger
Instant
Try It
Update Criminal History
Trigger when a new Criminal History is updated
Trigger
Instant
Try It
Update Educational History
Trigger when a new Educational History is updated
Trigger
Instant
Try It
Update Marriage History
Trigger when a new Marriage History is update
Trigger
Instant
Try It
Update Passport
Trigger when a new passport is updated
Trigger
Instant
Try It
Update Phone Call
Trigger when phone call is updated
Trigger
Instant
Try It
Update Visa History
Trigger when a new visa history is updated
Trigger
Instant
Try It
- Company Name
- Address
  Required
- Line 2
- Is apt/ste/flr
- Apt Ste Flr Number
- Foreign
- Mailing
- Primary
- Current
- Contact Id
  Required
- order
- City
- State
- Country
- zip Code
- Postal Code
- In Care Of
- Foreign Province
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Client Email
  Required
- Birth Date
- Notifications
- Potencial Client
- Subcontact Id
- Is Subcontact
- Others Names Used
- Social Security Number
- Alien Number
- POB City
- POB State
- POB Country
- Marriage Date
- Marriage Place
- Spouse First Name
- Spouse Last Name
- Spouse Dob
- Spouse Place Of Birth
- Spouse Social Security Number
- Spouse Alien
- Spouse Others Names
- i94
- Passport Number
- Passport Country
- Current Immigration Status
- Marital Status
- Place Of Last Entry To Us
- Date Of Last Entry To Us
- Citizenship
- cr Exp
- lpr Exp
- elis
- nvc Dos Case Num
- Sex
- Company Name
- pd Family Petition Date
- pd Family Petition Country
- pd Family Petition Category
- pd Employment Date
- pd Employment Petition Country
- pd Employment Petition Category
- pb Remove From Report
- Dropbox Folder
- Relationship
- related Contact Id
- Occupation
- Salutation
- Driver Licence
- Nationality
- ClanTribeName
- Native Lang Name
- Active
- i94 Passport
- i94 Passport Country
- i94 Number
- i94 ArrivalDate
- i94admitUntil
- i94 Class Of Admission
- Company Irs Tax Id
- Company Business Type
- Company Naics
- Company Year Established
- Company Total Number Employees
- Company Us Number Employees
- Cmpany Gross Annual Income
- Company Net Annual Income
- Is Company
- Company Date Stabilised
- Company Dol Eta Case Number
- Company Labor Cert Filing Date
- Company Labor Cert Expiration Date
- separated
- annulled
- itin
- Other First 1
- Other Middle 1
- Other Last 1
- Other First 2
- Other Middle 2
- Other Last 2
- First Name Native Alpha
- Last Name Native Alpha
- Middle Name Native Alpha
- Ethnicity
- Race
- height Ft
- height In
- weight 1
- weight Full
- weight 2
- weight 3
- Eyes Color
- Hair Color
- US Citizen
- US Legal Permanent Resident
- US Citizen Trough
- Number Of Marriages
- Client Portal Language
- Class Admission Lpr
- Date Admission Lpr
- Other First 3
- Other Last 3
- Other Middle 3
- Case Tag
Action
Write
- First Name
  Required
- Last Name
  Required
- Middle Name
- Client Email
  Required
- Country Code
- Phone
- Subject
  Required
- Price
- Due Date
- Lead status
  Required
- Case Tag
- Create New Tag
- Add Tags
- Observations
Action
Write
- Contact Id
  Required
- Case Id
  Required
- Call Details
  Required
- Contact Type
- Phone
- Status
- Assigned To Id
- Send Notify Id
- Case Tag
Action
Write
- Subject
  Required
- Body
  Required
- Task Priority
- Due Date
- Case Id
  Required
- Contact Id
  Required
- Status
- Assigned to Id
- Regarding
- Regarding Type
- Date
  Required
- Case Tag
Action
Write
- Search Contact By
  Required
- Search Value
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Client Email
  Required
- Birth Date
- Notifications
- Potencial Client
- Subcontact Id
- Is Subcontact
- Others Names Used
- Social Security Number
- Alien Number
- POB City
- POB State
- POB Country
- Marriage Date
- Marriage Place
- Spouse First Name
- Spouse Last Name
- Spouse Dob
- Spouse Place Of Birth
- Spouse Social Security Number
- Spouse Alien
- Spouse Others Names
- i94
- Passport Number
- Passport Country
- Current Immigration Status
- Marital Status
- Place Of Last Entry To Us
- Date Of Last Entry To Us
- Citizenship
- cr Exp
- lpr Exp
- elis
- nvc Dos Case Num
- Sex
- Company Name
- pd Family Petition Date
- pd Family Petition Country
- pd Family Petition Category
- pd Employment Date
- pd Employment Petition Country
- pd Employment Petition Category
- pb Remove From Report
- Dropbox Folder
- Relationship
- related Contact Id
- Occupation
- Salutation
- Driver Licence
- Nationality
- ClanTribeName
- Native Lang Name
- Active
- i94 Passport
- i94 Passport Country
- i94 Number
- i94 ArrivalDate
- i94admitUntil
- i94 Class Of Admission
- Company Irs Tax Id
- Company Business Type
- Company Naics
- Company Year Established
- Company Total Number Employees
- Company Us Number Employees
- Cmpany Gross Annual Income
- Company Net Annual Income
- Is Company
- Company Date Stabilised
- Company Dol Eta Case Number
- Company Labor Cert Filing Date
- Company Labor Cert Expiration Date
- separated
- annulled
- itin
- Other First 1
- Other Middle 1
- Other Last 1
- Other First 2
- Other Middle 2
- Other Last 2
- First Name Native Alpha
- Last Name Native Alpha
- Middle Name Native Alpha
- Ethnicity
- Race
- height Ft
- height In
- weight 1
- weight Full
- weight 2
- weight 3
- Eyes Color
- Hair Color
- US Citizen
- US Legal Permanent Resident
- US Citizen Trough
- Number Of Marriages
- Client Portal Language
- Class Admission Lpr
- Date Admission Lpr
- Other First 3
- Other Last 3
- Other Middle 3
Action
Write
- First Name
  Required
- Middle Name
- Last Name
  Required
- Client Email
  Required
- Phone Number
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)

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Zapier Interfaces

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

About Prima.Law

Prima.Law is an immigration forms platform to collect data, generate forms and manage immigration cases for immigration attorneys.

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

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

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