Clio + Printavo

Clio + Printavo integrations

Create new Printavo customers from Clio's new activities

Effortlessly connect your Clio and Printavo apps with this seamless workflow. When new activity occurs in Clio, a customer will be created in Printavo, ensuring your client database stays up-to-date. This automation not only saves you time but also enhances your customer management process.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer.
ActionWrite

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More things you can do with Clio and Printavo

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

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
- Delivery Method ID
  Required
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Inquiry
Triggers when a new inquiry is created.
Trigger
Polling
Try It
New Quote/Invoice
Triggers when a new order is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is created.
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Email
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Details
- Order Id
Action
Write
- Customer Name
  Required
- Description
- Customer Phone
- Customer Email
Action
Write
- Order
  Required
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Details
Action
Write
- Order ID
  Required
- Amount
  Required
- Category
- Description
- Transaction Date
Action
Write
- Order Id
  Required
- Invoice Status
  Required
- Customer
  Required
- User
  Required
Action
Write
- Delivery Method ID
  Required
Action
Search
- Email
- First Name
  Required
- Last Name
- Company
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
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
New Category
Triggers when a new category is created.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is created.
Trigger
Polling
Try It
New Invoice Status
Triggers when a new invoice status is created.
Trigger
Polling
Try It
New Payment Term
Triggers when a new payment term is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Updated Quote/Invoice
Triggers when an order is updated.
Trigger
Polling
Try It
- Company
  Required
- First Name
- Last Name
- Email
- Phone
- Notes
- Fax
- Tax Resale Number
- Billing Address - Address 1
- Billing Address - Address 2
- Billing Address - City
- Billing Address - State
- Billing Address - Zip
- Billing Address - Country
- Shipping Address - Address 1
- Shipping Address - Address 2
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Zip
- Shipping Address - Country
Action
Write
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
- Order Id
Action
Write
- User
  Required
- Category
- Item #
- Color
- 6m
- 12m
- 18m
- 24m
- 2t
- 3t
- 4t
- 5t
- Youth XS
- Youth S
- Youth M
- Youth L
- Youth XL
- XS
- S
- M
- L
- XL
- 2xl
- 3XL
- 4XL
- 5XL
- 6XL
- Price
  Required
- General Quantity
- Description
- Shipping Company Name
- Shipping Customer Name
- Billing Company Name
- Billing Customer Name
- Nickname
- Customer Due Date
  Required
- Customer
  Required
- Invoice Status
  Required
- Production Due Date
  Required
- Invoice Date
- Payment Term
- Payment Due Date
- Shipping Address 1
- Shipping Address 2
- Shipping City
- Shipping State
- Shipping Zip
- Billing Address 1
- Billing Address 2
- Billing City
- Billing State
- Billing Zip
- Notes
- Production Notes
- Sales Tax
Action
Write
- Order
- Amount
  Required
- Description
  Required
- Transaction Date
  Required
Action
Write
- Order Id
- Assigned User
- Due Date
  Required
- Name
Action
Write
- Email Address
Action
Search
- Quote/Invoice ID
  Required
Action
Search
- Quote/Invoice ID
  Required
- User ID
  Required
- Line Items
- Customer ID
  Required
- Orderstatus ID
  Required
- Production Due Date
  Required
- Customer Due Date Date
  Required
- Notes
- Production Notes
- Sales Tax
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 Printavo

Printavo is a simple tool for print, embroidery, promotional, digital, large format and sign shops to manage their business.

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Create quotes and invoices in Printavo from new activities in Clio

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