Google Sheets + Slack + Clio Integrations
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Do even more with Google Sheets + Slack + Clio
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Google Sheets, Slack, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.
Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
The column position (zero-based) to insert. If not set, append to the right by default.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Create a duplicate of an existing spreadsheet.
Headers
These Headers are ignored if a "Spreadsheet to Copy" is selected.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
Use a search step before this to get the row to delete.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Google Sheets are located here https://developers.google.com/sheets/api/reference/rest
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Specify the column we should search for cells which match the Lookup Value.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet? In other words, pick the most recent match?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers whenever a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Include Alias
Choose yes to trigger when someone creates a new name for an existing emoji.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Name
Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Highlight Word
Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
Trigger for Bot Messages?
If
no
, only messages sent by users will trigger the Zap. Ifyes
, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes
, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
Remind when?Required
Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
Remind who?
Pick a user to remind. If you pick no one, you will be reminded.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no
, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier
. When usingSchedule At
, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:
). For example,https://site.com/icon_256.png
or:robot_face:
. When usingSchedule At
, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes
, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no
, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channel
and@group
. Unfortunately,@here
notifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
ts
orpermalink
field. This option does not supportBot Name
andBot Icon
customization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232
.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Slack will auto-link @names and #channels where applicable.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Leave empty to clear.
Status Emoji
Use any emoji that's available in your Slack team, with leading and trailing
:
.If emoji is blank when text isn't,
:speech_balloon:
is used by default. If both text and emoji are empty, your status will be cleared.Expiration Time
Provide a specific date & time for this status to expire. Statuses will not expire by default.
You can also specify a duration for this status by entering in a value like
in 60 minutes
, for example. Check out other ways you can use this field here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
Sort By
Sort messages by their match strength or by their date. Default is score.
Sort Direction
Sort matching messages in ascending or descending order. Default is descending.
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
The leading
@
is optionalReturn Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
The expense amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Enter in minutes
Price
The hourly or flat amount.
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (first name, last name, email or phone number).
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
No Team Drive
If you want to use this trigger with a Sheet that resides in your Google Team Drive, you have to workaround the issue using these steps.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers
Trigger Column
Trigger on changes to cells in this column only. Leave this field blank if you want the Zap to trigger on changes to any cell within the row. Please note: All new rows will trigger the Zap even if the Trigger column is empty. Add a Filter step to stop the Zap from continuing if this column is empty in a new row.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
Which spreadsheet should the worksheet be copied to? If left blank, it will be copied to the spreadsheet containing the original worksheet.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
RowRequired
If you want to update the same row each time select a row from the dropdown box. To dynamically update the row, click open the dropdown and choose the "Custom" tab, then the "Add a search step" button.
Background Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Color
Choose from your current custom Theme Color in your Spreadhseet, or enter a color #rrggbb in hexadecimal format.
Text Bold
True if the text is bold.
Text Italic
True if the text is italicized.
Text Strikethrough
True if the text is strikethrough.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
Lookup ColumnRequired
Let us know which column you want to search by with the value below. We will grab the latest matching row and give you all of its values.
Lookup ValueRequired
Supporting Lookup Column
Optionally, specify another column you want to search by. Note that if you supply this, the Zap will trigger only on rows that match both columns. (An example column might be something like Email Address or Phone Number)
Supporting Lookup Value
An example value might be me@example.com or 555-5555
Bottom-Up
Search from bottom of the sheet?
Row Count
Number of rows to return. Max is 500.
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
WorksheetRequired
You must have column headers. See here for more information.
ColumnsRequired
Let us know which columns to return. e.g. A:Z
Row CountRequired
Number of rows to return. Max is 500.
First Row
Number of the first row to return (1 is the header)
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
The Google Drive where your spreadsheet resides. If nothing is selected, then your personal Google Drive will be used. If you are connected with any Google Team Drives, you can select it here.
SpreadsheetRequired
TitleRequired
Value of the Worksheet Title to match exactly. Search is case-sensitive.
Headers
Overwrite?
If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
If
no
, only messages sent by users will trigger the Zap. Ifyes
, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes
, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
Trigger for Bot Messages?
If
no
, only messages sent by users will trigger the Zap. Ifyes
, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes
, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User Name
Trigger on files created by a single user.
Shared
Trigger when files are shared with you. Please note that this will trigger on created files as well.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Trigger for Bot Messages?
If
no
, only messages sent by users will trigger the Zap. Ifyes
, messages sent by users and slackbots will trigger the Zap.Warning: Slackbots don't have profiles. If
yes
, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Reaction
Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select
Use a Custom Value
and enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.Channel
Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
User
Only triggers on reactions added by this user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Toggle to send to multiple users.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no
, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier
. When usingSchedule At
, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:
). For example,https://site.com/icon_256.png
or:robot_face:
. When usingSchedule At
, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes
, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no
, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channel
and@group
. Unfortunately,@here
notifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
ts
orpermalink
field. This option does not supportBot Name
andBot Icon
customization and will default to Zapier as bot name and icon.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
Message TextRequired
Specify text of the message to send. Check out the formatting help doc for advanced options.
Send as a bot?
If you choose
no
, this message will appear to come from you. Direct messages are always sent by bots.Bot Name
Specify the bot name which appears as a bold username above the message inside Slack. Defaults to
Zapier
. When usingSchedule At
, this field will be ignored by slack.Bot Icon
Either an image url or an emoji available to your team (surrounded by
:
). For example,https://site.com/icon_256.png
or:robot_face:
. When usingSchedule At
, this field will be ignored by slack.Include a link to this Zap?
If you choose
yes
, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.Attach Image by URL
If specified, this will upload the given image URL to Slack and attach it to the message separately.
Auto-Expand Links?
Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
Link Usernames and Channel Names?
If
no
, any usernames and channels mentioned won't be linked (or mentioned). Also affects@channel
and@group
. Unfortunately,@here
notifications cannot be sent by Zapier.Schedule At
Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a
ts
orpermalink
field. This option does not supportBot Name
andBot Icon
customization and will default to Zapier as bot name and icon.File
Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
Thread
If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example:
1345232312616.1231232
.If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
Otherwise, add a search step and fetch the message you want.
Broadcast To Channel?
If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Fields left blank will be ignored.
Last Name
Fields left blank will be ignored.
Title
Fields left blank will be ignored.
Email
Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
User
Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw Request User Info
Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
Api Docs Info
API docs for Slack are located here https://api.slack.com/methods
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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Search is case-insensitive
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
We search the normalized name, so don't worry about accents
Return Raw Results?
For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search by ID or Wildcard (name, email or phone number).
Search ValueRequired
Search by name, email or phone number.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search by ID or Wildcard (number, display number, description, or client name).
Search ValueRequired
Search by number, display number, description, or client name.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
Search by name
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How to connect Google Sheets + Slack + Clio
- Step 1: Authenticate Google Sheets, Slack, 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.