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New Activity
Triggers 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 planNew 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
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.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 appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 Article
Triggers when a new article is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Sales Invoice
Triggers when a new sales invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Supplier
Triggers when a new supplier is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Invoice Draft
Triggers when a new purchase invoice draft is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planContent TypeRequired
File NameRequired
UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Invoice DateRequired
Is Credit NoteRequired
Delivery Date
Your Reference
Our Reference
Buyers Order Reference
Delivery Method Name
Delivery Term Name
ArticleRequired
Article Name
Quantity
Unit Price
Discount Percentage
Reversed Construction Services Vat Free
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Number
NameRequired
Address 1
Address 2
City
Postal Code
Country
Currency Code
Email
Mobile Phone
Terms Of Payment
Bankgiro Number
Plusgiro Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice customer name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
NumberRequired
Sales Category
Vat Rate
Net Price
Gross Price
Unit
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 planTask 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.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
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 appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch 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 foundNew Customer
Triggers when a new customer is registered.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is placed.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNumberRequired
NameRequired
Sales Category
Vat Rate
Net Price
Gross Price
Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Customer Number
Type Of CustomerRequired
CityRequired
Postal CodeRequired
Country
Address
Mobile Phone
Email
Currency
Terms Of Payment
Contact Person Name
Contact Person Email
Contact Person Mobile Number
Contact Person Phone Number
Delivery Customer Name
Delivery Address 1
Delivery Address 2
Delivery City
Delivery Country Code
Delivery Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Order DateRequired
Currency CodeRequired
Delivery Date
Your Reference
Our Reference
ArticleRequired
Quantity
Unit Price
Discount Percentage
Eligible For Reverse Charge On Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SupplierRequired
Invoice Date
Due Date
Invoice Number
Total Amount
Vat
Is Credit NoteRequired
Ledger Account NumberRequired
AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice customer name
Invoice number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Number
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Number
Customer Number
Type Of CustomerRequired
CityRequired
Postal CodeRequired
Country
Address
Mobile Phone
Email
Currency
Terms Of Payment
Contact Person Name
Contact Person Email
Contact Person Mobile Number
Contact Person Phone Number
Delivery Customer Name
Delivery Address 1
Delivery Address 2
Delivery City
Delivery Country Code
Delivery Postal Code
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
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