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Clio + Zoho Analytics

Update Zoho Analytics rows with new Clio activities for seamless data tracking

Keep your legal practice's data up-to-date and accessible with this efficient workflow. When new activity occurs in your Clio app, this automation will seamlessly update the corresponding row in your Zoho Analytics app. Stay organized and informed without any manual effort, allowing you to focus more on serving your clients.

Keep your legal practice's data up-to-date and accessible with this efficient workflow. When new activity occurs in your Clio app, this automation will seamlessly update the corresponding row in your Zoho Analytics app. Stay organized and informed without any manual effort, allowing you to focus more on serving your clients.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Zoho AnalyticsZoho Analytics
    Update Row

    Update existing row in a Zoho Analytics table.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-analytics logo
zoho-analytics logo

About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.

Related categories