Clio + Uteach

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add Student to Course
Adds a student to the course
ActionWrite

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Supported triggers and actions

What does this mean?

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
Try It
New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- 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?
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
Try It
Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
Try It
Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
Try It
New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
Try It
New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
Try It
New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
Try It
Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
Try It
- Student EmailRequired
- Bundle SlugRequired
- Type
Action
Write
- Student EmailRequired
- Course SlugRequired
- Type
Action
Write
- Student EmailRequired
- Membership IdRequired
- Type
Action
Write
- Student NameRequired
- Student EmailRequired
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product IdRequired
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
Try It
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
Scheduled
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- 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
Action
Search or write
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
Try It
Course Completed
Triggers when the student completed a course.
Trigger
Instant
Try It
Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
Try It
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 EmailRequired
- Coach SlugRequired
- Type
Action
Write
- Student EmailRequired
- Live Lesson SlugRequired
Action
Write
- Student EmailRequired
- Product IdRequired
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership IdRequired
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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Related categories

Website & App Building

PRODUCTS

CAPABILITIES

By team

Clio + Uteach

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

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Matter IDRequired

Task Template ListRequired

Notify AssigneesRequired

Due At

Create Calendar Entry

SummaryRequired

Description

Location

Starts at:Required

Ends at:Required

All Day Event

Send Email Notification

CalendarRequired

Contact Attendee

Matter

Create Company Contact

Company NameRequired

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Create Matter Folder

NameRequired

MatterRequired

Create Matter Note

Note SubjectRequired

Note DetailRequired

MatterRequired

Date

Create Task

NameRequired

DescriptionRequired

Type of AssigneeRequired

Matter

Task Due Date

Task Priority

Task Status

Notify Assignee

Notify Completion

Statute of Limitations

Update Person Contact

Clio Contact ID #Required

Prefix

First name

Middle name

Last name

Title

Date of Birth