Create integrations between PDF4me and Clio to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect PDF4me and Clio to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Trigger Name
Test File Url
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.FileRequired
File Name
Top Margin
Bottom Margin
Left Margin
Right Margin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Barcode TypeRequired
Text in the BarcodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Amount
AV1 Parameters
AV2 Parameters
Billing Info
Creditor Address TypeRequired
Creditor City
Creditor NameRequired
Creditor Postal Code
Creditor Address Line 1
Creditor Address Line 2
Currency
IBANRequired
Language Type
Reference
Reference Type
Separator Line
Ultimate Debtor Address Type
Ultimate Debtor City
Ultimate Debtor Name
Ultimate Debtor Postal Code
Ultimate Debtor Address Line 1
Ultimate Debtor Address Line 2
Unstructured Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumbersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Input DataRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Template File TypeRequired
Input Data Format TypeRequired
Input Data TypeRequired
Meta Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Days
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Image FileRequired
Image File Name
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Image Width
Image Height
Horizontal Margin
Vertical Margin
TransparencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Markdown File Path
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
FileName
Layer FileRequired
Layer File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PasswordRequired
PermissionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Rotate DirectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Sign Image FileRequired
Sign image file name
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Image Width
Image Height
Horizontal Margin
Vertical Margin
TransparencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Split Type
Page NumberRequired
Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Search TextRequired
Select Split TypeRequired
Split File Naming
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PasswordRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WebUrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New 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
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
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?
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
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
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?
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 ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
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 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
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
FileRequired
Specify File Name
Barcode TypeRequired
TextRequired
PagesRequired
Horizontal AlignRequired
Vertical AlignRequired
Barcode Width
Barcode Height
Horizontal Margin
Vertical Margin
TransparencyRequired
Hide Text
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Page Number FormatRequired
Font Size
Set Bold
Set Italic
Horizontal AlignRequired
Vertical AlignRequired
Horizontal Margin
Vertical Margin
Skip First Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
PDF/A ComplianceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Page NumberRequired
WidthRequired
Image FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Select PDF4me-WorkflowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Extract ModeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template FileRequired
Template File Name
Template File TypeRequired
Input Data Format TypeRequired
Input Data TypeRequired
Meta Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Index File Path
Layout
Paper Size
Scale
Top Margin
Bottom Margin
Left Margin
Bottom Margin
Print Background
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Compression Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
OrientationRequired
Output File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Quality TypeRequired
Set Process as Async
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Select barcode typesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Rotate DirectionRequired
Page NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Barcode Text
Barcode FilterRequired
Barcode TypeRequired
Split Barcode PageRequired
PDF Render DpiRequired
Combine Pages with Same Barcodes
Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
Split Barcode PageRequired
PDF Render DpiRequired
Combine Pages with Same Barcodes
Return as Zip
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify File Name
TextRequired
Font Name
Font SizeRequired
Font Color
Bold
Underline
Italics
Rotate
PagesRequired
Horizontal AlignmentRequired
Vertical AlignmentRequired
Horizontal Margin
Vertical Margin
Transparency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New 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
Matter
Task Due Date
Task Priority
Task Status
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
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
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
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?
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