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Zapier makes it easy to integrate Clio with wrker.ai - no code necessary. See how you can get setup in minutes.
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Clio
Clio
1. Choose trigger event
wrker.ai
wrker.ai
2. Choose action
1. Select the event
Setup
Test
Clio
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Ad Copy" in wrker.ai.
You’re connected!
Zapier seamlessly connects Clio and wrker.ai, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Matter
Date of Communication
Subject
Required
Body
Required
Type of Communication
Required
Type of Recipient
Type of Sender
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Matter
Required
Document Template
Required
Document Name
Required
Generate PDF
Generate Original Format
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Matter
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Subject
Required
Note Detail
Required
Matter
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Required
Type of Assignee
Required
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
Action
This is an event a Zap performs.
Write
Create 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
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Name
Description
Type of Assignee
Required
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Matter by Custom Field
Find newest matter by custom field.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
What ad platform is this for?
Required
Enter your product or service name
Required
Describe your product and what it helps people do
Required
Describe your special offer
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the title of your Article
Enter target keywords separated by commas
Enter any additional details you'd like to include
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email text
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the name of the product or service your marketing
Required
What does the product help people do?
Required
Enter a special offer to include in the email
Enter a landing page to include in the email
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the email you'd like a variant of
Required
Enter any additional details you'd like to include
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Topic
Required
Output Format
Length
Goal
Context
Note
Workspace
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter something incomplete and I'll continue it
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Explain
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the content to extract from
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
What should your post be about?
Required
Include a special offer if you'd like
Enter a landing page URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
What can I do for you?
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the name or description of the position
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Add your lead form here
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Page content for meta-description
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
v
Required
Give us more details about what you're naming and what it does
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Input text
Required
Writer
Relationship
Context
Output Format
Length
Language
Goal
Note
Should the text be written in a personal way or formal
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text
Required
Add the context of the reply
Output
Language
Goal
Length in words
Persona for reply
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the email you want subject lines for
and or enter subject lines you'd like variants of
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text
Required
Format
Language
Goal
Length
Focus
Education level
Note
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
What should your tweet be about?
Create Tweet in a thread format?
Describe your special offer
Enter a landing page URL
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Enter the name of your company
Required
Describe the problem your company solves
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
What type of page is this?
Required
Enter any details you'd like to include
Required
Enter company name and description
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Clio and wrker.ai with AI agents and code
Beyond Zap workflows. Call Clio and wrker.ai actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Clio and wrker.ai actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Task Template List
Ad Copy
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Clio and wrker.ai to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Make work flow with AI
Level up your Clio to wrker.ai integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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.
