Clio + Zoho Billing
Update Zoho Billing customers when new Clio contacts are added
Effortlessly keep your customer information up-to-date with this seamless workflow between Clio and Zoho Billing. Whenever a new contact is created in Clio, this automation will instantly update the corresponding customer details in Zoho Billing, ensuring accurate and consistent data across both platforms. Say goodbye to manual data entry and easily maintain an organized customer base.
Effortlessly keep your customer information up-to-date with this seamless workflow between Clio and Zoho Billing. Whenever a new contact is created in Clio, this automation will instantly update the corresponding customer details in Zoho Billing, ensuring accurate and consistent data across both platforms. Say goodbye to manual data entry and easily maintain an organized customer base.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Update CustomerTriggers when a customer is updated
ActionWriteCreate a new record or update an existing record in your app.
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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 ZapPollingZapier 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.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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 foundOrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Subscription IDRequired
Coupon CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Cancel at End of Current term
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Credit Note Number
Customer NameRequired
Reason
Credit Note Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Notes
Credit Note Terms
Shipping Charge
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Quote Number
Customer NameRequired
Quote Date
Expiry Date
NameRequired
RateRequired
QuantityRequired
Discount
Description
Discount Type
Discount
Exchange Rate
Quote Notes
Quote Terms
Shipping Charge
Send Quote Only to Primary Contact
test
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Item NameRequired
RateRequired
Item Description
SKU
Unit
Is Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Renewal AtRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Display Name
First Name
Last Name
Email
Company Name
Website
Payment Terms
Mobile
Work Phone
Currency Code
Billing Address Street
Billing Address City
Billing Address State
Billing Address Country
Billing Address Zip
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address Zip
Shipping Address Fax
Notes
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
Invoice Number
Invoice Date
Due Date
Order Number
Line Item Name
Line Item Rate
Line Item Quantity
Line Item Description
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Place Of Supply
Paypal Payment Method
Payment Gateways
Associate Primary Contact Persons to Invoice
Update ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice#
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 ZapPollingZapier 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
Non-Billable
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 foundOrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Webhook NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.OrganizationRequired
Subscription IDRequired
Charge AmountRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
Invoice IDRequired
Amount
Payment ModeRequired
Description
Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
VAT Treatment
Display NameRequired
First Name
Last Name
EmailRequired
Company Name
Website
Payment Terms
Mobile
Work Phone
Currency Code
Billing Address Street
Billing Address City
Billing Address State
Billing Address Country
Billing Address ZIP
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address Country
Shipping Address ZIP
Shipping Address Fax
Notes
Custom Fields
Enable Portal
Bank Account Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer ID
Customer Name
Customer Email
Invoice Number
Invoice Date
Due Date
Order Number
Payment Terms
Line Item NameRequired
Line Item RateRequired
Line Item QuantityRequired
Line Item Description
Line Item Discount
Tax Rate
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Discount
Discount Before Tax
Discount Type
Notes
Terms
Allow Partial Payments
Shipping Charge
Adjustments
Adjustment Description
Salesperson Name
Tax Inclusive
Place Of Supply
Paypal Payment Method
Payment Gateways
Associate Primary Contact Persons to Invoice
Mark Invoice as Sent
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
CustomerRequired
Plan CodeRequired
Plan Quantity
Plan Price
Setup Fee
Addons
Coupon Code
Starts At
Email
Display Name
First Name
Last Name
Company Name
Website
Mobile
Work Phone
Currency Code
Customer Payment Terms
Enable Portal
Billing Address Street
Billing Address City
Billing Address State
Billing Address ZIP
Billing Address Country
Billing Address Fax
Shipping Address Street
Shipping Address City
Shipping Address State
Shipping Address ZIP
Shipping Address Country
Shipping Address Fax
Place Of Supply
Contact Persons
Customer Custom Fields
Is Taxable
Tax ID
Tax Exemption
Exchange Rate
Customer Notes
Reference
Sales Person Name
Billing Cycles
Trial Days
Subscription Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Billing CycleRequired
Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization
Retainer Invoice Number
Customer NameRequired
Retainer Invoice Date
DescriptionRequired
RateRequired
Notes
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Customer IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Subscription IDRequired
Subscription Number
Plan CodeRequired
Plan Quantity
Plan Price
Addons
Coupon Code
Place Of Supply
Customer Notes
Reference
Sales Person Name
Customer Payment Terms
Is Taxable
Tax ID
Tax Exemption
Update at End of term
Trial Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Display Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Subscription Number
Reference Number
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Clio
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