Clio + Toggl

Create Toggl projects from new Clio matters

When this happens
Step 1: New Matter
Then do this
Step 2: Create Project

Toggl is a great time tracking app. If you need to keep track of time for matters in Clio, this integration lets you quickly create new projects in Toggl from any matter in Clio automatically. That way you'll be able to start time tracking quickly whenever you start work on any matter.

How It Works

Create a matter in Clio
Zapier will automatically create a project in Toggl

What You Need

Clio account
Toggl account

Try this template

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

Clio
Triggers when the status of a matter has changed.
Instant
Trigger
Clio
Triggers when a new matter note is created.
Scheduled
Trigger
Clio
Triggers when a new task is created.
Instant
Trigger
Clio
Triggers when the status of a task has changed.
Instant
Trigger
Clio
Assign a Task Template List.
Scheduled
Action
Clio
Updates an existing company contact.
Scheduled
Action
Clio
Creates a new calendar entry.
Scheduled
Action
Clio
Creates a new communication.
Scheduled
Action
Clio
Creates a company contact.
Scheduled
Action
Clio
Creates a new expense entry.
Scheduled
Action
Clio
Creates a new folder in a matter.
Scheduled
Action
Clio
Creates a new matter.
Scheduled
Action
Clio
Creates a new matter note.
Scheduled
Action
Clio
Creates a person contact.
Scheduled
Action
Clio
Creates a new task.
Scheduled
Action
Clio
Creates a new time entry.
Scheduled
Action
Clio
Updates an existing person contact.
Scheduled
Action
Clio
Update an existing matter.
Scheduled
Action
Clio
Updates a task.
Scheduled
Action
Clio
Upload document to matter.
Scheduled
Action
Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
Clio
Find newest contact by custom field.
Scheduled
Action
Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
Clio
Find newest matter by client email.
Scheduled
Action
Clio
Find newest matter by custom field.
Scheduled
Action
Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
Clio
Find a user by name.
Scheduled
Action
Clio
Find or Create Company Contact
Scheduled
Action
Clio
Find or Create a Matter
Scheduled
Action
Clio
Find or Create Person Contact
Scheduled
Action
Toggl
Triggers when a new client is created.
Scheduled
Trigger
Toggl
Triggers when new projects are added.
Scheduled
Trigger
Toggl
Triggers when new tags are created.
Scheduled
Trigger
Toggl
Triggers when a new task is created.
Instant
Trigger
Toggl
Triggers when a new time entry is added!
Scheduled
Trigger
Toggl
Triggers when a new time entry is started and running.
Scheduled
Trigger
Toggl
Triggers when a new workspace is created.
Scheduled
Trigger
Toggl
Creates a new client.
Scheduled
Action
Toggl
Creates a new project.
Scheduled
Action
Toggl
Creates a new tag.
Scheduled
Action
Toggl
Creates a new task.
Scheduled
Action
Toggl
Creates a new time entry.
Scheduled
Action
Toggl
Starts a new time entry.
Scheduled
Action
Toggl
Stops an existing time entry.
Scheduled
Action
Toggl
Finds a client by name.
Scheduled
Action
Toggl
Finds a project by name.
Scheduled
Action
Toggl
Finds a tag by name.
Scheduled
Action
Toggl
Finds a task by name.
Scheduled
Action
Toggl
Finds a time entry by description.
Scheduled
Action
Toggl
Finds or creates a specific client.
Scheduled
Action
Toggl
Finds or creates a specific project.
Scheduled
Action
Toggl
Finds or creates a specific tag.
Scheduled
Action
Toggl
Finds or creates a specific task.
Scheduled
Action
Toggl
Finds or creates a specific time entry.
Scheduled
Action

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 More