Clio + Toggl Integrations
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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 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
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
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
Must be a Contact of type Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
ID number of the Task to be updated
Name
Description
Type of AssigneeRequired
Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
Matter
Task Due Date
Task Priority
Task Status
Users without advanced tasks are only allowed to select Complete or Pending
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Clio are located here http://api-docs.clio.com/v2/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
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
Search by name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ClientRequired
Group
Client Reference
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
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 Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspace
Task
Only trigger on new Time Entries for this Task. Requires a Workspace set above.
Tags
Only trigger on new Time Entries with these Tags.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client
NameRequired
Name of project to create
Template
Template to use in this project.
Is Project Private?
If "no", you will be granting all workspace users access to this project.
Is Project Billable?
Is this project billable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
NameRequired
Name of task to create
Is Active?Required
If "no", the task is marked as "Done" in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
Stop
Optionally, when should this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client NameRequired
Client name to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Tag NameRequired
Tag name to search for
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Workspace to filter by.
Time Entry Description
Time entry description to search for.
Time Entry Started After
Only consider time entries that started after this time (inclusive).
Time Entry Started Before
Only consider time entries that started before this time (inclusive).
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project NameRequired
Name of project to create
Include Archived Projects?
Client
Template
Template to use in this project.
Is Project Private?
If "no", you will be granting all workspace users access to this project.
Is Project Billable?
Is this project billable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Task NameRequired
Name of task to create
Include Done Tasks?
ProjectRequired
Is Active?Required
If "no", the task is marked as "Done" in Toggl.
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
The expense amount.
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
Client Reference string for external uses.
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
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
Must be a Contact of type 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
Enter in minutes
Price
The hourly or flat amount.
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
Client Reference string for external uses.
Matter Description
Practice Area
Originating Attorney ID#
Clio ID# of the originating attorney
Responsible Attorney ID#
Clio ID# of the attorney responsible for this matter
Pending Date
Date the Matter is set to pending
Open Date
Date the Matter is set to open
Close Date
Date the Matter is set to close
Location
Status
Billable
Status
Users without advanced tasks are only allowed to select Complete or Pending
Due At
The due date of Statute of Limitations
Destroy?
Make sure your Clio account has access to this feature, you Zap will fail if not
Budget
Include Expenses?
Notification Threshold
Percentage of the budget when it starts notifying users.
Notify Users?
Determine whether to notify users when the matter reaches the notification threshold.
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 by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
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 by ID or Wildcard (first name, last name, email or phone number).
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
Must be a Contact of type 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 foundNew Time Entry Started
Triggers when a new time entry is started and running.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client NameRequired
Name of client to create
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
NameRequired
Name of tag to create
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
DurationRequired
Must be in seconds.
StartRequired
When did this time entry start?
Stop
Optionally, when did this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time EntryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project NameRequired
Project name to search for
Include Archived Projects?
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Task NameRequired
Task name to search for
Include Done Tasks?
ActionThis is an event a Zap performs.SearchFind existing data in your appClient NameRequired
Name of client to create
WorkspaceRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Tag NameRequired
Name of tag to create
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Workspace to filter by.
Time Entry Description
Time entry description to search for.
Time Entry Started After
Only consider time entries that started after this time (inclusive).
Time Entry Started Before
Only consider time entries that started before this time (inclusive).
Project
Select a project to assign this time entry to
Task
Select a task to assign this time entry to
DurationRequired
Must be in seconds.
StartRequired
When did this time entry start?
Stop
Optionally, when did this time entry stop?
Billable
Is this time entry billable?
Description
Created WithRequired
Tell us which app created this time entry. Not visible in Toggl.
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
How to connect Clio + Toggl
- Step 1: Authenticate Clio and Toggl.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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