Clio + Toggl Track
Clio + Toggl Track
Clio + Toggl Track integrations
Create new Toggl Track clients from new matters in Clio
Manage your law practice effortlessly with this integrated process. When a new case appears in Clio, a corresponding client record is created in Toggl Track instantly. This allows you to seamlessly organize your client information, saving time on data entry, and enhancing your client management process.
- When this happens...
New MatterTriggers when a new matter is created.TriggerInstant - automatically do this!
Create ClientCreates a new client with provided name.ActionWrite
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More things you can do with Clio and Toggl Track
Discover other triggers and actions you can use with Clio and Toggl Track
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
- Additional Contact Attendees
- 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.- 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 TagTriggers when a new tag is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - OrganizationRequired
- NameRequired
- UsersRequired
- WorkspacesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Tag NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- DurationRequired
- Time entry description
- Billable
- Project
- Task
- Tags
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- StartRequired
- Time entry description
- Billable
- Project
- Task
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Name
- Active
- Billable
- Client
- External reference
- Private
- Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- UserRequired
- Active
- Labor cost
- Billable rate
- Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Client NameRequired
- Client Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Tag NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Start dateRequired
- End dateRequired
- Billable
- Clients
- Description
- Projects
- Grouping
- Sub grouping
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
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- WorkspaceRequired
- Task NameRequired
- Task Status
- ProjectRequired
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.- MatterRequired
- Document TemplateRequired
- Document NameRequired
- Generate PDF
- Generate Original Format
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- New Client
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- Event typeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Time Entry Started
Triggers when a new time entry is started and running.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- Client NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- EmailsRequired
- Skip email
- WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Labor cost
- Manager
- ProjectRequired
- Rate
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- WorkspaceRequired
- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Time entryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Project memberRequired
- Labor cost
- Manager
- Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Billable
- Clients
- Description
- Start dateRequired
- End dateRequired
- Grouped
- Order by
- Projects
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Task nameRequired
- Task status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workspace
- Description
- Before
- After
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Project filter
- User filter
ActionThis is an event a Zap performs.SearchFind existing data in your app- WorkspaceRequired
- Client NameRequired
- Client Status
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- WorkspaceRequired
- Tag NameRequired
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- WorkspaceRequired
- Time entry description
- Before
- After
- StartRequired
- DurationRequired
- Billable
- Project
- Task
- Tags
- User
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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