Connect Clio and Zoho CRM to power AI-driven automation

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Choose an Action

Launch your first automated workflow

Start with a template that brings Clio and Zoho CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create Clio person contacts from new Zoho CRM contacts
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Zoho CRM + Clio
Create Clio matter notes for new Zoho CRM contacts
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Zoho CRM + Clio
Create new company contacts in Clio from new Zoho CRM contacts
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Zoho CRM + Clio
Update Clio company contacts when new or updated contacts occur in Zoho CRM
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Zoho CRM + Clio
Create Zoho CRM module entries from new Clio activities
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Clio + Zoho CRM
Create and update Zoho CRM module entries from new Clio contacts
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Clio + Zoho CRM

Create Clio person contacts from new Zoho CRM contacts

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Zoho CRM + Clio

Create Clio matter notes for new Zoho CRM contacts

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Zoho CRM + Clio

Create new company contacts in Clio from new Zoho CRM contacts

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Zoho CRM + Clio

Update Clio company contacts when new or updated contacts occur in Zoho CRM

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Zoho CRM + Clio

Create Zoho CRM module entries from new Clio activities

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Clio + Zoho CRM

Create and update Zoho CRM module entries from new Clio contacts

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Clio + Zoho CRM

Convert new Clio activities into Zoho CRM leads
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Clio + Zoho CRM
Create new Zoho CRM entries each time new tasks surface in Clio
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Clio + Zoho CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with Zoho CRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Add Attachment" in Zoho CRM.

You’re connected!

Zapier seamlessly connects Clio and Zoho CRM, 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.

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

For AI agents & developers

Use Clio and Zoho CRM with AI agents and code

Beyond Zap workflows. Call Clio and Zoho CRM 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 Zoho CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Add Attachment

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Zoho CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / zoho-crm action */ });

Run the SDK docs

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 who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Clio and Zoho CRM

Sync new clients with CRM.

When a new contact is added in Clio, Zapier automatically creates a new contact record in Zoho CRM. This removes the need for manual data entry, ensuring your client information in Clio syncs seamlessly with your CRM for a single source of truth.

Business Owner

Try it

Track potential leads in practice management.

When a new lead is created in Zoho CRM, Zapier creates a new matter in Clio. This helps the marketing or sales teams ensure that potential legal clients are properly tracked and managed from the very first interaction.

Marketing & Marketing Ops

Try it

Learn how to automate Zoho CRM on the Zapier blog

Make work flow with AI

Level up your Clio to Zoho CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Clio + Zoho CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Zoho CRM

How do I integrate Clio with Zoho CRM?

We can integrate Clio with Zoho CRM using Zapier to automate workflows. You'll set up triggers in Clio, such as a new contact or updated matter, and define actions in Zoho CRM, like creating or updating a contact.

What triggers are available for Clio in this integration?

Clio offers several triggers including 'New Contact', 'New Matter', and 'Updated Task'. These allow you to initiate actions in Zoho CRM seamlessly based on these events.

Can I update an existing contact in Zoho CRM when there's a new contact in Clio?

Yes, using our automation, when there's a new contact created in Clio, you can set it to either create a new contact or update an existing one in Zoho CRM based on matching criteria.

Are there pre-built templates available for integration between Clio and Zoho CRM?

We offer several pre-built Zap templates that make it easier to start your integration between Clio and Zoho CRM. These templates cover common use cases like syncing contacts and updating records.

Is it possible to trigger an action when a task is completed in Clio?

Yes, when you mark a task as completed in Clio, this can act as a trigger to perform various actions in Zoho CRM such as creating tasks or updating records.

How can I ensure data sync accuracy between Clio and Zoho?

To ensure data sync accuracy, it's important to correctly map fields during the setup of your integration. This helps maintain consistency and accuracy within the data transferred.

What kind of support is available if I encounter issues during integration?

Support is available through our help center where extensive documentation is provided. You can also reach out directly for technical support if you encounter any issues during the setup process.

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 Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

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Connect Clio and Zoho CRM to power AI-driven automation

Launch your first automated workflow

Create Clio person contacts from new Zoho CRM contacts

Create Clio matter notes for new Zoho CRM contacts

Create new company contacts in Clio from new Zoho CRM contacts

Update Clio company contacts when new or updated contacts occur in Zoho CRM

Create Zoho CRM module entries from new Clio activities

Create and update Zoho CRM module entries from new Clio contacts

Create Clio person contacts from new Zoho CRM contacts

Create Clio matter notes for new Zoho CRM contacts

Create new company contacts in Clio from new Zoho CRM contacts

Update Clio company contacts when new or updated contacts occur in Zoho CRM

Create Zoho CRM module entries from new Clio activities

Create and update Zoho CRM module entries from new Clio contacts

Convert new Clio activities into Zoho CRM leads

Create new Zoho CRM entries each time new tasks surface in Clio

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Zoho CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Clio and Zoho CRM

Sync new clients with CRM.

Track potential leads in practice management.

Learn how to automate Zoho CRM on the Zapier blog

5 ways to use the Zapier Zoho CRM integration

Make work flow with AI

Frequently Asked Questions about Clio + Zoho CRM integrations

Connect Clio to Zoho CRM on the world's largest no-code automation platform