Clio + Truss

Clio + Truss integrations

Create new Truss contacts for every new contact in Clio

When a new contact is added in Clio, this workflow will automatically create an identical contact in the Truss app. This streamlines your process, reducing manual data entry and ensuring uniform contact information across both platforms. Make your operations more efficient and reduce the risk of errors with this automation.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in the system.
ActionWrite

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More things you can do with Clio and Truss

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

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
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- 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
New Task
Triggers when add new Task to a porject.
Trigger
Instant
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Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Stripe Payment Complete
Triggers when a user finish the stripe payment
Trigger
Instant
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- Contact ID
  Required
- Entity ID
  Required
Action
Write
- Project ID
  Required
- Entity ID
  Required
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact ID
  Required
Action
Write
- String From
  Required
- Ending At
  Required
Action
Write
- Project ID
  Required
- Tag Name
  Required
Action
Write
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search

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
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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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
New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
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New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
Try It
Project Modified
Triggers when a project is modified.
Trigger
Instant
Try It
Project Status Change
Triggers when the project status change
Trigger
Instant
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Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- Project ID
  Required
- Tag Name
  Required
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project ID
  Required
- Project Status ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client ID Number
- Email
  Required
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template ID
  Required
- Project ID
  Required
Action
Write
- Entity ID
  Required
Action
Write
- User ID
  Required
- Project Name
  Required
- Contact ID
Action
Write
- Project ID
  Required
- Project Name
- Metadata
Action
Write
- Project ID
  Required
- Task ID
  Required
Action
Search
- ID
  Required
Action
Search

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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About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

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Documents