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Clio + Zoom

Register new Clio contacts as Zoom meeting registrants

Easily streamline your contact management and scheduling process with this Clio and Zoom automation. Whenever a new contact is added in Clio, a meeting registrant will be created in Zoom, ensuring that your client consultations and appointments are efficiently organized. Save time and stay on top of your schedule by setting up this workflow.

Easily streamline your contact management and scheduling process with this Clio and Zoom automation. Whenever a new contact is added in Clio, a meeting registrant will be created in Zoom, ensuring that your client consultations and appointments are efficiently organized. Save time and stay on top of your schedule by setting up this workflow.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    ZoomZoom
    Create Meeting Registrant

    Creates a new meeting registrant.

    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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zoom logo
zoom logo

About Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

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