Docupilot + Clio Integrations

How to connect Docupilot + Clio

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Supported triggers and actions

What does this mean?

- DocumentRequired
- Provide Download URL Link?
  If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.
Action
Write
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
Scheduled
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Description
- Activity Note
- DateRequired
- Price
  The expense amount.
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- 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
  Must be a Contact of type Company
Action
Write
- Description
- Activity Note
- DateRequired
- Time
  Enter in minutes
- Price
  The hourly or flat amount.
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
  Client Reference string for external uses.
- Matter Description
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
Action
Search
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- 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
  Must be a Contact of type Company
Action
Search or write

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
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write
- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- 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
  Must be a Contact of type Company
Action
Write
- Task IDRequired
  ID number of the Task to be updated
- Name
- Description
- Type of AssigneeRequired
  Will this task be assigned to one of your Clients/Contacts, or a fellow Clio User?
- Matter
- Task Due Date
- Task Priority
- Task Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Notify Completion
Action
Write
- Api Docs Info
  API docs for Clio are located here http://api-docs.clio.com/v2/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
  Search by name
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
- ClientRequired
- Group
- Client Reference
  Client Reference string for external uses.
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
  Clio ID# of the originating attorney
- Responsible Attorney ID#
  Clio ID# of the attorney responsible for this matter
- Pending Date
  Date the Matter is set to pending
- Open Date
  Date the Matter is set to open
- Close Date
  Date the Matter is set to close
- Location
- Status
- Billable
- Status
  Users without advanced tasks are only allowed to select Complete or Pending
- Due At
  The due date of Statute of Limitations
- Destroy?
  Make sure your Clio account has access to this feature, you Zap will fail if not
- Budget
- Include Expenses?
- Notification Threshold
  Percentage of the budget when it starts notifying users.
- Notify Users?
  Determine whether to notify users when the matter reaches the notification threshold.
Action
Search or write

How Docupilot + Clio Integrations Work

Step 1: Authenticate Docupilot and Clio.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Docupilot + Clio

About Docupilot

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Learn more

Related categories

Documents

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 more

Related categories

CRM (Customer Relationship Management)

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Docupilot + Clio Integrations

How to connect Docupilot + Clio

Connect your apps and automate workflows

Create Document

Provide Download URL Link?

New Bill

New Calendar Entry

New Contact

Contact Type

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Clio Contact ID #Required

Company Name

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Create Communication

Matter

Date of Communication

SubjectRequired

BodyRequired

Type of CommunicationRequired

Type of Recipient

Type of Sender

Create Expense Entry (Activity)

Description

Activity Note

DateRequired

Price

Matter

Matter Note

User

Create Matter

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?

Create Person Contact

Prefix

First nameRequired

Middle name

Last nameRequired

Title

Date of Birth