Skip to content

Connect Clio and ProWorkflow to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with ProWorkflow - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

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

Add your action

An action happens after the trigger—such as "Add Bookmark" in ProWorkflow.

You’re connected!

Zapier seamlessly connects Clio and ProWorkflow, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Clio to ProWorkflow integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Clio and ProWorkflow 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
Accept Project Request
Triggered when a Project Request is accepted in ProWorkflow.
Trigger
Instant
Try It
Completed Task
Triggered when a Task is completed in ProWorkflow.
Trigger
Instant
Try It
Update Company
Triggered when a Company is edited in ProWorkflow.
Trigger
Instant
Try It
Update Contact Location
Triggered when a Contact Location is edited in ProWorkflow. Please update the location of the contact connected to Zapier, to test.
Trigger
Instant
Try It
Update Message
Triggered when a Message is edited in ProWorkflow.
Trigger
Instant
Try It
Update Project Request
Triggered when a Project Request is edited in ProWorkflow.
Trigger
Instant
Try It
Update Shared Note
Triggered when a Shared Note is edited in ProWorkflow.
Trigger
Instant
Try It
Update Time
Triggered when a Time is edited in ProWorkflow.
Trigger
Instant
Try It
New Contact
Triggered when a Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Invoice
Triggers when an Invoice is added to ProWorkflow.
Trigger
Instant
Try It
New Pending Company
Triggered when a Pending Company is added to ProWorkflow.
Trigger
Instant
Try It
New Project
Triggered when a Project is added to ProWorkflow.
Trigger
Instant
Try It
New Quote
Triggered when a Quote is added to ProWorkflow.
Trigger
Instant
Try It
New Task
Triggered when a Task is added to ProWorkflow.
Trigger
Instant
Try It
Make Project Active
Triggered when a Project is reactivated in ProWorkflow.
Trigger
Instant
Try It
Create Timer
Triggered when a Timer is started in ProWorkflow.
Trigger
Instant
Try It
- Project ID
  Required
- Link
  Required
- Title
Action
Write
- Tag ID
- Company Name
- Contact Type
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Country
- Client Email
  Required
- Facebook
- Fax
- LinkedIn URL
- Phone
- State
- Twitter
- Zip Code
Action
Write
- Task ID
  Required
- Contact ID
  Required
Action
Write
- Project ID
  Required
- Company Name
- Cost
  Required
- Date
  Required
- Description
- Taxable
- Invoiced
Action
Write
- Category ID
  Required
- Company Name
- Contact ID
  Required
- API Fields
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Task Priority
- Start Date
- Time Allocated
- Contact Type
Action
Write
- Company ID
  Required
- Contact ID
  Required
- Title
- Project ID
  Required
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Company Name
- Time
- Line Item Rate
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Title
- Invoice Number
- Company ID
  Required
- Category ID
  Required
- Manager ID
- Task Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- API Fields
- Autonumber Option ID
- Client Access
- Client ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Invoice Total
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
Action
Write
- Quote ID
  Required
- Company Name
- Time
- Line Item Rate
- Description
- Taxable
Action
Write
- Project ID
  Required
- Shared Note Title
  Required
- Shared Note Content
  Required
Action
Write
- Company Name
Action
Write
- Company Name
- Project ID
  Required
- Contact ID
  Required
- Category ID
  Required
- Template ID
- Add Template Contacts
- API Fields
- Billable
- Complete Date
- Description
- Due Date
- Order
- Order Level
- Task Priority
- Start Date
- Time Allocated
- Contact Type
- Service Name
- Service Description
- Service Rate
Action
Write
- Project Request ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- Project ID
  Required
Action
Write
- Quote ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project ID
  Required
- Bookmark ID
  Required
- Title
- Link
  Required
Action
Write
- Contact ID
  Required
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Company ID
  Required
- Country
- Client Email
  Required
- Facebook
- Fax
- First Name
  Required
- Last Name
  Required
- LinkedIn URL
- Mobilephone
- Password
- State
- Title
- Twitter
- Username
- Workphone
- Zip Code
Action
Write
- Invoice ID
  Required
- Title
- Invoice Number
- Status
- Company Name
- Contact Name
- Paid Date
- Due Date
- Address 1
- Company Name
- Time
- Line Item Rate
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Invoiced Date
- Project ID
  Required
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Accounted For
- API Fields
- Category ID
  Required
- Client ID
  Required
- Company ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Due Date
- Group ID
- Internal Client Contact ID
- Internal Client Group ID
- Invoiced
- Invoice Total
- Manager ID
- Invoice Number
- Paid
- Task Priority
- Private Notes
- Quote Total
- Staff
- Start Date
- Time Allocated
- Title
- Custom Fields
- Supress Hook
Action
Write
- Quote ID
  Required
- Title
- Approved Date
- Status
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Write
- Task ID
  Required
- API Fields
- Billable
- Category ID
  Required
- Complete Date
- Contact ID
  Required
- Description
- Due Date
- Company Name
- Order
- Order Level
- Task Priority
- Start Date
- Time Allocated
- Contact Type
- Service Name
- Service Description
- Service Rate
- Supress Hook
Action
Write
- Project ID
  Required
Action
Write
- Contact ID
  Required
- Tag ID
Action
Write
- Time Record ID
  Required
Action
Write
- Name
Action
Search
- Name
- Search Email
Action
Search
- Search Message Title
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Name
- Search Project Description
- Project ID
  Required
Action
Search
- Name
- Company Name
- Contact Type
- Address 1
- City
- State
- Zip Code
- Client Email
  Required
- Phone
Action
Search or write
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Title
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Client Email
  Required
- Mobilephone
- Workphone
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Search Project Description
- Search Project Custom Form
- Title
- Invoice Number
- Company ID
  Required
- Task Priority
- Start Date
- Due Date
- Internal Client Contact ID
- Internal Client Group ID
- Autonumber Option ID
- Client Access
- Client ID
  Required
- Complete Date
- Contractor ID
  Required
- Custom Fields
- Custom Form Content
- Custom Form Title
- Custom Status ID
- Description
- Email Alerts
- Group ID
- Private Notes
- Quote Total
- Staff
- Template ID
- Time Allocated
- Category ID
  Required
- Manager ID
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Client Email
  Required
- Mobilephone
- Workphone
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
Complete Project
Triggered when a Project is completed in ProWorkflow.
Trigger
Instant
Try It
Remove Project Request
Triggered when a Project Request is declined in ProWorkflow.
Trigger
Instant
Try It
Update Contact
Triggered when a Contact is edited in ProWorkflow.
Trigger
Instant
Try It
Update Invoice
Triggered when an Invoice is edited in ProWorkflow.
Trigger
Instant
Try It
Update Project
Triggered when a Project is edited in ProWorkflow.
Trigger
Instant
Try It
Update Quote
Triggered when a new Quote is added in ProWorkflow.
Trigger
Instant
Try It
Update Task
Triggered when a Task is edited in ProWorkflow.
Trigger
Instant
Try It
New Company
Triggered when a Company is added to ProWorkflow.
Trigger
Instant
Try It
New File
Triggered when a File is added to ProWorkflow.
Trigger
Instant
Try It
New Message
Triggered when a Message is added to ProWorkflow.
Trigger
Instant
Try It
New Pending Contact
Triggered when a Pending Contact is added to ProWorkflow.
Trigger
Instant
Try It
New Project Request
Triggered when a Project Request is added to ProWorkflow.
Trigger
Instant
Try It
New Shared Note
Triggers when a new Shared Note is added to a Project.
Trigger
Instant
Try It
New Time
Triggered when a Time is added to ProWorkflow. Please check that you have recorded at least one time record in the last 2 weeks.
Trigger
Instant
Try It
Make Task Active
Triggered when a Task is reactivated in ProWorkflow.
Trigger
Instant
Try It
Finish Timer
Triggered when a Timer is stopped in ProWorkflow.
Trigger
Instant
Try It
- Project ID
  Required
- Client ID
  Required
Action
Write
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Type
- Address 1
- Address 2
- Address 3
- Allow Login
- API Fields
- City
- Country
- Client Email
  Required
- Facebook
- Fax
- Group ID
- LinkedIn URL
- Mobilephone
- Password
- Role ID
- State
- Tag ID
- Title
- Twitter
- Username
- Workphone
- Zip Code
Action
Write
- Project ID
  Required
- Contractor ID
  Required
Action
Write
- Content
  Required
- Company Name
- Folder ID
- Task ID
  Required
- Project ID
  Required
Action
Write
- Invoice ID
  Required
- Company Name
- Time
- Line Item Rate
- Description
- Taxable
Action
Write
- Contact ID
  Required
- Content
  Required
- Original Message ID
- Project ID
  Required
- Task ID
  Required
- Title
- Files
- Notifications
- Public
Action
Write
- Title
- API Fields
- Budget
- Contact ID
  Required
- Custom Form Content
- Custom Form Title
- Description
- Division ID
- Due Date
- Group ID
- Start Date
- Template ID
- Custom Fields
Action
Write
- Contact ID
  Required
- Title
- Company Name
- Time
- Line Item Rate
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Write
- Project ID
  Required
- Staff
Action
Write
- Tag ID
- Contact ID
  Required
Action
Write
- Start Time
  Required
- Task ID
  Required
- Time Tracked
  Required
- End Time
- API Fields
- Contact ID
  Required
- Notes
Action
Write
- Project ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- File ID
  Required
Action
Write
- Message ID
  Required
Action
Write
- Project Request ID
  Required
Action
Write
- Tag ID
Action
Write
- Time Record ID
  Required
Action
Write
- Company ID
  Required
- Address 1
- Address 2
- Address 3
- API Fields
- City
- Code
- Country
- Client Email
  Required
- Facebook
- Fax
- LinkedIn URL
- Company Name
- Phone
- State
- Twitter
- Contact Type
- Zip Code
Action
Write
- Contact ID
  Required
- Address
  Required
- Latitude
  Required
- Longitude
  Required
Action
Write
- Message ID
  Required
- Contact ID
  Required
- Notifications
- Public
Action
Write
- Project Request ID
  Required
- API Fields
- Budget
- Custom Form Content
- Custom Form Title
- Description
- Due Date
- Start Date
- Title
- Custom Fields
Action
Write
- Tag ID
- Company Name
Action
Write
- Time Record ID
  Required
- API Fields
- Contact ID
  Required
- End Time
- Notes
- Start Time
  Required
- Time Tracked
  Required
Action
Write
- Task ID
  Required
Action
Write
- Task ID
  Required
Action
Write
- Name
- Search Email
Action
Search
- Name
- Search Email
Action
Search
- Search Invoice Title
- Search Invoice Number
Action
Search
- Search Invoice Title
- Search Invoice Number
- Search Project Description
- Search Project Custom Form
Action
Search
- Name
- Search Email
Action
Search
- Name
- Search Email
- First Name
  Required
- Last Name
  Required
- Company ID
  Required
- Client Email
  Required
- Mobilephone
- Workphone
- Address 1
- City
- State
- Country
- Zip Code
- Allow Login
- Username
- Password
- View All Company Projects
- View All Project Tasks
- View Quotes and Invoices
- View Time Information
- View Calendar
- View Archived Projects
- View Timeline
Action
Search or write
- Name
- Search Email
- Company ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Type
- Allow Login
- Username
- Password
- Role ID
- Group ID
- Tag ID
- Facebook
- LinkedIn URL
- Twitter
- Client Email
  Required
- Title
- Address 1
- Address 2
- Address 3
- City
- State
- Zip Code
- Country
- Mobilephone
- Workphone
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Company ID
  Required
- Contact ID
  Required
- Title
- Project ID
  Required
- Invoice Number
- Company Name
- Contact Name
- Due Date
- Company Name
- Time
- Line Item Rate
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Terms
- Invoiced Date
- Mark Project as Invoiced
- Show Cost Breakdown
- Discount Description
- Discount Value
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Search Invoice Title
- Search Invoice Number
- Contact ID
  Required
- Title
- Company Name
- Time
- Line Item Rate
- Contact Name
- Invoice Number
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Description
- Quoted By
- Quoted Date
- Show Cost Breakdown
- Custom Field Value
- Valid to Date
- Client View
- Discount Description
- Discount Value
- Project ID
  Required
- Taxable
- Tax Rate
- API Fields
Action
Search or write
- Name
- Search Project Description
- Project ID
  Required
- Company Name
- Description
- Contact ID
  Required
- Time Allocated
- Service Name
- Service Description
- Service Rate
- Start Date
- Due Date
- Complete Date
- Contact Type
- Task Priority
- Billable
- Order
- Order Level
- Category ID
  Required
- Template ID
- Add Template Contacts
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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About ProWorkflow

Interact with Companies, Contacts, Projects, Tasks, Time, Quotes & Invoices. Take full control of integrating with ProWorkflow to build a better team.

Related categories

Project Management

Similar apps

Trigger

Project Management

Active Collab

Project Management

Project Bubble

Project Management

Connect Clio to ProWorkflow on the world's largest no-code automation platform

Sign up with Google