Clio + Webhooks by Zapier + Zoho CRM Integrations
How to connect Clio + Webhooks by Zapier + Zoho CRM
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Do even more with Clio + Webhooks by Zapier + Zoho CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Webhooks by Zapier, and Zoho CRM. And don’t forget that you can add more apps and actions to create complex workflows.
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- New CommunicationTriggers when a new communication is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New DocumentTriggers when a new document is created.Trigger
- New MatterTriggers when a new matter is created.Trigger
- 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
- Webhooks by Zapier
Poll a URL and look for new entries.
Scheduled
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Instant
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL.
Instant
Trigger
- Webhooks by Zapier
Fire off a custom request by providing raw details. Very flexible but unforgiving.
Scheduled
Action
- Webhooks by Zapier
Fire off a single GET request with optional querystrings.
Scheduled
Action
- Webhooks by Zapier
Fire off a single POST request as a form or JSON.
Scheduled
Action
- Webhooks by Zapier
Fire off a single PUT request as a form or JSON.
Scheduled
Action
- Zoho CRM
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when any entry is created or updated in the specified module.
Instant
Trigger
- Zoho CRM
Triggers when a new active user is added to your Zoho CRM account.
Scheduled
Trigger
- Zoho CRM
Triggers instantaneously when a module entry is updated
Instant
Trigger
- Zoho CRM
Add attachment to the selected Module entry
Scheduled
Action
- Zoho CRM
Add new tag to existing module entries
Scheduled
Action
- Zoho CRM
Convert an existing lead to contact and account
Scheduled
Action
- Zoho CRM
Creates a new entry in a module
Scheduled
Action
- Zoho CRM
Update existing entry in the selected module
Scheduled
Action
- Zoho CRM
Relates an entry in this module with an entry in another module
Scheduled
Action
- Zoho CRM
Create or update module entries
Scheduled
Action
- Zoho CRM
Finds an entry in a module
Scheduled
Action
- Zoho CRM
Create contact if contact does not exist
Scheduled
Action
- Zoho CRM
Create Lead if contact does not exist
Scheduled
Action
- Zoho CRM
Create module entry if entry does not exist
Scheduled
Action
Connect your apps and automate workflows
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How Clio + Webhooks by Zapier + Zoho CRM Integrations Work
- Step 1: Authenticate Clio, Webhooks by Zapier, and Zoho CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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