Clio + Tapfiliate

Clio + Tapfiliate integrations

Create Tapfiliate customers from new Clio activities

Effortlessly connect Clio and Tapfiliate to streamline your client management process. When a new activity occurs in Clio, this workflow creates a customer in Tapfiliate, ensuring that your records remain up-to-date and organized. Say goodbye to manual data entry and let this automation save you time while increasing accuracy in your client database.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create CustomerCreates a customer.
ActionWrite

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More things you can do with Clio and Tapfiliate

Discover other triggers and actions you can use with Clio and Tapfiliate

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- 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
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Search or write
- Program
  Required
Trigger
Instant
Try It
New Affiliate
Triggers when a new affiliate is created (i.e. signed up or was added by you).
Trigger
Instant
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Affiliate Prospect Promoted
Triggers when a new affiliate prospect is promoted to affiliate (i.e. created a Conversion or Customer).
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
- Conversion
  Required
- Sub Amount
- Commission Type
Action
Write
- Coupon
- Referral Code
- Click ID
- Customer ID
  Required
- Initial Status
  Required
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Child Affiliate
  Required
- Parent Affiliate
  Required
Action
Write
- Id
  Required
- Action
  Required
Action
Write
- Program
  Required
- Affiliate Email
  Required
Action
Search
- External ID
  Required
Action
Search
- Email
  Required
- Affiliate ID
- Last Name
  Required
- First Name
  Required
- Password
Action
Search or write
- Email
  Required
- Affiliate Prospect ID
- Last Name
  Required
- First Name
  Required
Action
Search or write
- Customer ID
  Required
- Coupon
- Referral Code
- Click ID
- Initial Status
  Required
- Meta Data
- Ignore Max Cookie Time
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- 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?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Program
  Required
Trigger
Instant
Try It
New Affiliate Prospect
Triggers when a new affiliate prospect is created (i.e. signed up or was added by you).
Trigger
Instant
Try It
New Conversion
Triggers when a new conversion is created.
Trigger
Instant
Try It
New Payment
Triggers when a new affiliate payment is created.
Trigger
Instant
Try It
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- External ID
- Meta Data
- Ignore Max Cookie Time
Action
Write
- Group
  Required
- Affiliate
  Required
Action
Write
- Commission ID
  Required
- Status
  Required
Action
Write
- Email
- Affiliate ID
Action
Search
- Email
- Affiliate Prospect ID
Action
Search
- Customer ID
  Required
Action
Search
- Program
  Required
- Affiliate Email
  Required
- Affiliate Id
  Required
- Approved
- Coupon
- Send Welcome Email
Action
Search or write
- External ID
  Required
- Customer ID
- Referral Code
- Coupon
- Click ID
- Amount
- Commission Type
- Meta Data
- Ignore Max Cookie Time
Action
Search or write

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.

Learn moreLearn moreHelpHelp

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About Tapfiliate

Tapfiliate is cloud based affiliate tracking software. It enables you to create, track and optimize your own affiliate programs.

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