Clio + Ramper Pipeline

Clio + Ramper Pipeline integrations

Create web leads in Ramper Pipeline from new activities in Clio

Effortlessly manage your leads and activities with this seamless Clio and Ramper Pipeline integration. Whenever a new activity is added in Clio, this workflow will create a corresponding web lead in Ramper Pipeline, ensuring that all important information is effortlessly transferred and organized. Save time and keep your sales pipeline up-to-date with this powerful automated process.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create Web Lead (Adicionar Web Lead)Create a new Web lead for a Campaign (Adiciona uma Web lead para uma Campanha)
ActionWrite

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More things you can do with Clio and Ramper Pipeline

Discover other triggers and actions you can use with Clio and Ramper Pipeline

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
Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa é adicionada).
Trigger
Polling
Try It
- Etapa
  Required
Trigger
Polling
Try It
Opportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Trigger
Polling
Try It
- Campanha
  Required
Trigger
Polling
Try It
- Tipo de Tarefa
  Required
- Horário
  Required
- Descrição
- Responsável
  Required
- Pessoa Nome
  Required
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
Action
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
My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa é adicionada para você).
Trigger
Polling
Try It
Opportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Trigger
Polling
Try It
Opportunities Won (Oportunidades Ganhas)
Triggers when a Opportunity is set as won (Executa quando uma Oportunidade entrar na Etapa ganha).
Trigger
Polling
Try It
- Tipo de Tarefa
  Required
- Horário
  Required
- Descrição
- Responsável
  Required
- Organização Nome
  Required
- Organização Telefone
- Organização CNPJ
- Organização Endereço
- Pessoa (da Organização) Nome
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
Action
Write
- Campanha
  Required
Action
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)

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About Ramper Pipeline

Ramper Pipeline helps teams manage leads and accelerate closure simply and intelligently.

HelpHelp

Related categories

Sales & CRM

Similar apps

Zapier Forms

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