Clio + SuperOffice CRM
Clio + SuperOffice CRM
Clio + SuperOffice CRM integrations
Create sales in SuperOffice CRM for new contacts in Clio
Effortlessly streamline your sales process with this Clio and SuperOffice CRM integration. When a new contact is added in Clio, a sale will be created in SuperOffice CRM, allowing you to efficiently manage your sales opportunities and client relationships. Save valuable time and ensure consistency across platforms with this convenient workflow.
- When this happens...
New ContactTriggers when a new contact is created.TriggerInstant - automatically do this!
Create SaleCreates a new sale.ActionWrite
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More things you can do with Clio and SuperOffice CRM
Discover other triggers and actions you can use with Clio and SuperOffice CRM
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
Appointment ChangedTriggers when an existing appointment is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Company Changed
Triggers when an existing company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Changed
Triggers when an existing document is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Changed
Triggers when an existing contact is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Changed
Triggers when an existing project is modified in SuperOffice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Member
Triggers when a new project member is added to a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sale
Triggers when a new sale is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Request Message Attachment
Creates a new request message attachment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Document
Creates a new document.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Creates a new project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Remove Project Member
Remove a project member.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Request
Creates a new request.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Appointment
Update an existing appointment content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Document idRequired
- DocumentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Project
Update an existing project content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Request
Update an existing request content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search ValueRequired
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 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 found- 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 found- 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 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 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- New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company 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 ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Member Changed
Triggers when an existing project member is modified in a project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Appointment
Creates a new appointment.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project Member
Creates a new project member.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Sale
Creates a new sale.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Request Message
Creates a new message for an existing request.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Company
Update an existing company content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Update an existing contact content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Sale
Update an existing sale content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search ValueRequired
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 ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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 found- 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 found
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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SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.
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