Clio

Clio + Sansan Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Clio and Sansan, with as many as 27 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Clio + Sansan and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Business Card

Triggers when a business card is scanned or registered. This excludes business cards you do not have permission to access.

Find Tags

Search for tags by business card ID. This excludes tags you do not have permission to access.

New Document

Triggers when a new document is created.

Create Matter Note

Creates a new matter note.

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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.

Sansan is a cloud based contact management system. Digitize your business cards with 99.9% accuracy and share the contact information with your colleagues. Save time and increase your business opportunities.

See Sansan Integrations