Clio + respond.io

Add tags to new Clio contacts in respond.io

Effortlessly stay organized and streamline communication with new contacts from Clio by utilizing this workflow. Once triggered by a new contact in Clio, it will add custom tags in respond.io, ensuring you can efficiently sort and engage with your contacts. Enhance your client management process with this seamless automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add TagsAdds Tag(s) for a Contact
ActionWrite

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More things you can do with Clio and respond.io

Discover other triggers and actions you can use with Clio and respond.io

New Activity
Triggers when a new activity is created.
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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
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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
Contact Assignee Updated
Triggers when the assignee of a Contact is updated.
Trigger
Instant
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- Contact Field Type
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
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New Comment
Triggers when a new comment is posted to a conversation.
Trigger
Instant
Try It
- Message Type
Trigger
Instant
Try It
- Identifier Type
  Required
- Comment
  Required
Action
Write
- Identifier Type
  Required
- Tags
  Required
Action
Write
- Name
  Required
- Description
- Slug
- Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
Action
Write
- Identifier Type
  Required
- Assignment Type
  Required
Action
Write
- Identifier Type
  Required
- Lifecycle Stage Name
  Required
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Identifier Type
  Required
- Message Id
  Required
Action
Search
- Search
Action
Search

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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
Call Ended
Triggers when a Call is ended.
Trigger
Instant
Try It
Contact Tag Updated
Triggers when Tag(s) are removed or added on a Contact.
Trigger
Instant
Try It
- Source of the Event
Trigger
Instant
Try It
Contact Lifecycle Updated
Triggers when a contact's lifecycle is updated
Trigger
Instant
Try It
New Contact
Triggers when new Contact is created.
Trigger
Instant
Try It
- Message Type
- Source of the Event
Trigger
Instant
Try It
- Name
  Required
- Description
- Color Code
- Emoji
Action
Write
- Identifier Type
  Required
- Contact's First Name
  Required
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Name
  Required
Action
Write
- Identifier Type
  Required
- Channel Type
  Required
- Message Type
  Required
Action
Write
- Identifier Type
  Required
- Contact's First Name
- Contact's Last Name
- Contact's Preferred Language
- Contact's Profile Picture URL
- Contact's Country
Action
Write
- Identifier Type
  Required
- Conversation Status
  Required
Action
Write
- Current Name
  Required
- Name
- Description
- Color Code
- Emoji
Action
Write
- Optional
Action
Search
- Optional
Action
Search
- Identifier Type
  Required
Action
Search
- Custom Field ID
  Required
Action
Search
- User ID
  Required
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.

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About respond.io

respond.io unifies customer communication across instant messaging, web chat, and email for organizations that market, sell, and support.