Clio + Zoodealio

Clio + Zoodealio integrations

Create properties in Zoodealio for new Clio activities

Effortlessly keep your property listings up to date with this seamless workflow. Whenever there's a new activity in Clio, a corresponding property will be created in Zoodealio. This time-saving automation helps you maintain accurate and consistent property information across both platforms without manual intervention.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create PropertyCreate a Property
ActionWrite

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More things you can do with Clio and Zoodealio

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

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
IBuyer Created
Triggers when an IBuyer is created.
Trigger
Polling
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New Notification
Triggers when a new notification is received.
Trigger
Polling
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Property Updated
Triggers when a property is updated.
Trigger
Polling
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User Created
Triggers when a new user is created.
Trigger
Polling
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User Updated
Triggers when a user is updated.
Trigger
Polling
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- Name
  Required
- Phone
  Required
- Email
- Role
- BusinessName
- Reference
- Tag
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Password
  Required
- Address
  Required
- City
  Required
- State
  Required
- ZipCode
  Required
- Country
  Required
- Phone Number
  Required
- Bathroom Count
- Bedroom Count
- Square Footage
- Parking Spaces
- Floors
- Year Built
- Send Email Notifications
- Send Text Notifications
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
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
- 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
Ibuyer Updated
Triggers when an Ibuyer is updated.
Trigger
Polling
Try It
Property Created
Triggers when a new property is created.
Trigger
Polling
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Read Notification
Triggers when a new notification is read.
Trigger
Polling
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User Locked
Triggers when a user is locked.
Trigger
Polling
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- Property_Id
  Required
- Expiration Date
  Required
- Offer Amount
- ServiceFeeAmount1
- serviceFeePercentage1
- ServiceFeeAmount2
- ServiceFeePercentage2
- ResaleFeeAmount1
- ResaleFeePercentage1
- ResaleFeeAmount2
- ResaleFeePercentage2
- HoldbackAmount
- HoldbackPercantage
- ClosingCostAmount
- ClosingCostPercentage
- Notes
Action
Write
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Password
  Required
- Address
  Required
- City
  Required
- State
  Required
- ZipCode
  Required
- Country
  Required
- Phone Number
  Required
- Bathroom Count
- Bedrooms Count
- Square Footage
- Parking Spaces
- Floors
- Year Built
- Send Email Notifications
- Send Text Notifications
- Agent's Email
- Pool
- Population
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.

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About Zoodealio

Zoodealio is marketing automation where every agent is an iBuyer.

HelpHelp

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Marketing Automation

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier