Clio + Zenoti
Create Zenoti opportunities from new Clio activities
Boost your sales process by connecting Clio and Zenoti through this efficient workflow. Whenever there's a new activity in Clio, an opportunity will be created in Zenoti, ensuring your team stays updated and can capitalize on potential leads. Save time and streamline your pipeline with this seamless automation.
Boost your sales process by connecting Clio and Zenoti through this efficient workflow. Whenever there's a new activity in Clio, an opportunity will be created in Zenoti, ensuring your team stays updated and can capitalize on potential leads. Save time and streamline your pipeline with this seamless automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreates an opportunity.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
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 ZapScheduledZapier 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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
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
Appointment Complete
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Group Status
Triggers when an appointment group status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Approve
Triggers when a Class Booking is Approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Create
Triggers when a Class Booking is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Create
Triggers when an Employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Update
Triggers when an Employee is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Delete
Triggers when a Guest is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Create
Triggers when a Guest Membership is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Merge
Triggers when multiple Guests are merged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Closure
Triggers when an Invoice is Closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CodeRequired
CenterRequired
Is Consultant?
First NameRequired
Last NameRequired
Email IDRequired
Gender
Date Of Birth
Mobile NumberRequired
Mobile Country Code
Address1
Address 2
City
Country ID
State ID
Zip Code
User NameRequired
Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Center IDRequired
Opportunity TitleRequired
Opportunity Description
Opportunity Owner ID
Guest IDRequired
Employee IDRequired
Priority
Follow-Up dateRequired
expected close date
listed amount
offered amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Guest IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGuest IDRequired
Center IDRequired
User code
Username
First NameRequired
Last Name
Email ID
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
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 ZapScheduledZapier 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 foundAppointment Group Create
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Start
Triggers when a Appointment is Started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Delete
Triggers when a Class Booking is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Reject
Triggers when a Class Booking is Rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Create
Triggers when a Class Schedule is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Update
Triggers when a Class Schedule is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Delete
Triggers when an Employee is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Create
Triggers when a new guest is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Update
Triggers when an existing guest is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List All Employee Jobs
Api to list the jobs setup at organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCenter IDRequired
User code
Username
First NameRequired
Last Name
Email ID
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
phone
username
email
Guest Center ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst NameRequired
Last Name
phone
Username
Email ID
Guest Center ID
Center IDRequired
User code
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
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
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.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Zenoti
Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.
Related categories
Similar apps