DocuSign

DocuSign + Clio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and Clio, with as many as 42 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect DocuSign + Clio and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

Create Task

Creates a new task.

New Folder

Triggers when a new folder is created.

Create Matter

Creates a new matter.

New Task

Triggers when a new task is created.

Create Person Contact

Creates a person contact.

New Matter

Triggers when a new matter is created.

Create Signature Request

Creates a signature request.

New Contact

Triggers when a new contact is created.

Create Matter Note

Creates a new matter note.

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Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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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Connect DocuSign + Clio

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