Clio + Simplicate
Clio + Simplicate
Clio + Simplicate integrations
Create new Simplicate projects from Clio activities for seamless project management
Efficiently manage your legal projects by connecting Clio and Simplicate with this seamless workflow. When a new activity occurs in Clio, a corresponding project will be created in Simplicate, ensuring all relevant information is readily available for your team. Save time and stay organized by streamlining your project tracking process with this automation.
- When this happens...
New ActivityTriggers when a new activity is created.TriggerInstant - automatically do this!
Create ProjectCreates a ProjectActionWrite
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More things you can do with Clio and Simplicate
Discover other triggers and actions you can use with Clio and Simplicate
New ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Invoices PaidTriggers when invoices are paid.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Quotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MatterRequired
- 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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DocumentRequired
- MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter_id
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Sales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Posted byRequired
- Organization ID
- Employee ID
- Person ID
- Sales ID
- Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Sales IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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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