Clio + Streak
Create time entries in Clio for updated contacts in Streak
Keep your legal practice organized by effortlessly tracking Streak contact updates in Clio with this workflow. When a contact is updated in Streak, a new time entry (activity) is created in your Clio account, helping you maintain a clear record of client interactions, and ensuring accurate time tracking and billing for an efficient legal practice.
Keep your legal practice organized by effortlessly tracking Streak contact updates in Clio with this workflow. When a contact is updated in Streak, a new time entry (activity) is created in your Clio account, helping you maintain a clear record of client interactions, and ensuring accurate time tracking and billing for an efficient legal practice.
- When this happens...
Updated ContactTriggered when a contact is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Time Entry (Activity)Creates a new time entry.
ActionWriteCreate a new record or update an existing record in your app.
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Stage
Field
PipelineRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
Organization NameRequired
Website(s)Required
Industry
Phone Number(s)
Address(es)
Employee Count
Logo URL
Twitter Handle
Facebook Handle
LinkedIn Handle
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
Name
Note
Assigned To
Gmail Thread Id
Create Tag and Dropdown Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Pipeline
Box Name or KeysRequired
Box Names or KeysRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact KeyRequired
First Name
Last Name
Email Address(es)
Title
Twitter
Facebook
LinkedIn
Photo (Url)
Phone Numbers
Address(es)
Other
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Exact Search
Search Query
Pipelines
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization or Box Key
Search Query
Team
ActionThis is an event a Zap performs.SearchFind existing data in your appPipelines
Search Query
NameRequired
PipelineRequired
Assigned To
Notes
GmailThreadID
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 ZapScheduledZapier 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 found
Stage
PipelineRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Box KeyRequired
Contact EmailRequired
Contact First Name
Title
Contact Last Name
Phone Number(s)
Twitter
Facebook
LinkedIn
Address
Contact Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PipelineRequired
NameRequired
Assigned To
Notes
GmailThreadID
Create Tag and Dropdown Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box Name or KeyRequired
Pipeline
TextRequired
Due Date
Assign To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Assign To
Box Key
Task Text
Task Key
Completed
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Thread KeyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Box KeyRequired
Meeting TypeRequired
Start TimeRequired
End Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact or Box Key
Search Query
Teams
ActionThis is an event a Zap performs.SearchFind existing data in your appExact Search
Search Query
Pipelines
PipelineRequired
NameRequired
Assigned To
Notes
GmailThreadID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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 ZapScheduledZapier 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
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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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Streak
Streak is a flexible CRM and process management system that lives inside your Gmail inbox.
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