Clio + Uteach

Clio + Uteach integrations

Create Uteach students from new Clio contacts and enroll them in courses

Effortlessly manage your contacts and students with this automation that creates a seamless connection between Clio and Uteach. When a new contact is added in Clio, the workflow will simultaneously enroll the contact as a student in a specified course on Uteach. Save time and streamline your contact-to-student process with this efficient solution.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add Student to CourseAdds a student to the course
ActionWrite

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More things you can do with Clio and Uteach

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

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
Bundle Access Removed
Triggers when access to a bundle is removed.
Trigger
Instant
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Course Access Removed
Triggers when access to a course is removed.
Trigger
Instant
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Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
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Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
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New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
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New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
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New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
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Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
Try It
- Student Email
  Required
- Bundle Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Course Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Membership Id
  Required
- Type
Action
Write
- Student Name
  Required
- Student Email
  Required
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product Id
  Required
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
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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
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
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Course Completed
Triggers when the student completed a course.
Trigger
Instant
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Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
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New Bundle Enrollment
Triggers when a new bundle is enrolled.
Trigger
Instant
Try It
New Course Enrollment
Triggers when a new course is enrolled.
Trigger
Instant
Try It
New Membership Enrollment
Triggers when a new membership is enrolled.
Trigger
Instant
Try It
New Student
Triggers when a new student is registered.
Trigger
Instant
Try It
Quiz Submitted
Triggers when a new quiz is submitted.
Trigger
Instant
Try It
- Student Email
  Required
- Coach Slug
  Required
- Type
Action
Write
- Student Email
  Required
- Live Lesson Slug
  Required
Action
Write
- Student Email
  Required
- Product Id
  Required
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership Id
  Required
Action
Search
- User Id
- User Email
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 Uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

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Website & App Building