Clio + Spotio
Create Spotio records from new Clio activities for seamless data tracking
Boost your sales efficiency by connecting Clio and Spotio with this seamless workflow. Whenever a new activity occurs in Clio, a record will be created in Spotio, ensuring you never miss a potential lead or client follow-up. Save time and stay organized by automating this process, so you can focus on growing your business.
Boost your sales efficiency by connecting Clio and Spotio with this seamless workflow. Whenever a new activity occurs in Clio, a record will be created in Spotio, ensuring you never miss a potential lead or client follow-up. Save time and stay organized by automating this process, so you can focus on growing your business.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create RecordCreate a new dataObject
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers 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 planNew 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 appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
Activity Created
Triggers when activity event (for example Visit, Call, Email) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Updated
Triggers when activity event (for example Visit, Call, Email) is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Added to Record
Triggers when document is added to record.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created or Updated
Triggers when record is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Updated
Triggers when record is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Spotio UsernameRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Activity Note
Create Activity Note in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Record
Create a new dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
Allow enrolling with partial informationRequired
Allow enrolling already enrolled contactsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Activity
Update Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityIdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundFieldNameRequired
FieldValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternalLeadIdRequired
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
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 planTask 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
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 appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundActivity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Created
Triggers when appointment for lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Created
Triggers when record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Record Stage Changed
Triggers when record stage changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when note for record is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Activity
Create Activity in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Appointment
Create Appointment in Spotio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Image
Create image.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutoplayRequired
Contact IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Record
Update existing dataObject
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appActivityIdRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDataObject TypeRequired
DataObject FieldRequired
Search valueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundAddressRequired
Address Unit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchQueryRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEmailRequired
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
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