Clio + Zenler

Clio + Zenler integrations

Enroll Zenler users from new Clio activities

Effortlessly keep your legal team updated with the latest activities from Clio by enrolling them in relevant Zenler courses. This workflow triggers when there's a new activity in Clio, seamlessly enrolling the user in Zenler courses, saving valuable time and helping maintain a well-informed team. Streamline your firm's learning process with this simple yet powerful automation.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Enroll UserEnrolls the user into your Zenler course.
ActionWrite

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More things you can do with Clio and Zenler

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

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
Course Complete
Triggers when a student completes a course.
Trigger
Instant
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New Live Class Registration
Triggers when a student registers zenler live class.
Trigger
Instant
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New Sale
Triggers when a student enrolls in a course regardless of whether it's a free or a paid course.
Trigger
Instant
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New Funnel Subscription
Triggers when a user subscribes to a funnel
Trigger
Instant
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- Course
  Required
- Plan
- First Name
  Required
- Last Name
- Email
  Required
- Tag
Action
Write
- Live Webinar
  Required
- Schedule
- First Name
  Required
- Last Name
- Email
  Required
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- Funnel
  Required
- First Name
  Required
- Last Name
- Email
  Required
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- 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
Lesson Complete
Triggers when a student completes a lesson in a course.
Trigger
Instant
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New Live Interactive Webinar Registration
Triggers when a user registers zenler live interactive webinars.
Trigger
Instant
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New User
Triggers when a new user signs up on the site.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
  Required
- Role
- Tag
Action
Write
- Live Class
  Required
- Schedule
- Name
  Required
- Email
  Required
- Tag
Action
Write
- Live Webinar
  Required
- Schedule
- First Name
  Required
- Last Name
- Email
  Required
- Address
- City
- State
- Zip Code
- Phone
- Tag
Action
Write
- Course
  Required
- Name
  Required
- Email
  Required
- Tag
Action
Write

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 moreLearn moreHelpHelp

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About Zenler

Zenler is a super easy platform that lets you start your own branded website. It allows you to make money teaching your own courses online.

HelpHelp

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Website Builders

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Zapier Forms

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Related Zap Templates

Add new Clio activities to Zenler funnels as subscribers

Unenroll users in Zenler when new contacts are added in Clio