Create integrations between Qoyod 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 Qoyod 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.
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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.
New Bill
Triggers when a bill is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
New Product is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Purchase Order
Triggers when a new Purchase Order is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Receipt
Triggers when a receipt 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 ZapScheduledZapier checks for new data every 15 min on the Free planDescription
Issue dateRequired
Due DateRequired
Vendor IDRequired
ReferenceRequired
Product id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue dateRequired
Due DateRequired
Customer IdRequired
ReferenceRequired
Product id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue dateRequired
Due DateRequired
Vendor IDRequired
ReferenceRequired
Product Id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue dateRequired
Due dateRequired
Customer idRequired
ReferenceRequired
Product id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax InclusiveRequired
Receipt ReferenceRequired
Receipt AmountRequired
Receipt DateRequired
Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue DateRequired
Due DateRequired
Vendor IDRequired
ReferenceRequired
Product id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
NameRequired
description
Due on
Status
PrivateRequired
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
AmountRequired
DateRequired
Contact ID
KindRequired
Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Organization
Website
Phone Number
Primary Email
Tax Number
Secondary Phone Number
Secondary Email
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product ID
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Phone Number
Primary Email
Organization
Website
Tax Number
Secondary Phone Number
Secondary Email
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSKURequired
Arabic NameRequired
English NameRequired
TaxRequired
Category
Unit
Description
Barcode
Tracked Product?Required
Purchasable?Required
Purchase Price
Purchase Account ID
Sellable?Required
Is Buying Price Tax Inclusive?
Selling Price
Sales Account ID
Is Selling Price Tax Inclusive?
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 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
New Credit Note
Triggered when a new credit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Debit Note
Trigger when a new debit note is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Manual Journal Entry
Triggers when a Manual Journal Entry is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Quotation
Triggers when a new quotation is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Stock Change
Lists all recently changed products
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Vendor
Triggers when a new vendor is created
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDescription
Issue dateRequired
Due DateRequired
Vendor IDRequired
ReferenceRequired
Product Id
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax Inclusive?Required
Receipt ReferenceRequired
Receipt AmountRequired
Receipt DateRequired
Account IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Organization
Website
Phone Number
Primary Email
Tax Number
Secondary Phone Number
Secondary Email
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue dateRequired
Due DateRequired
Customer IdRequired
ReferenceRequired
Product ID
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
Is Tax Inclusive?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DescriptionRequired
DateRequired
debitRequired
creditRequired
Comment
Account idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SKURequired
Arabic NameRequired
English NameRequired
TaxRequired
Category
Unit
Description
Barcode
Tracked Product?Required
Purchasable?Required
Purchase Price
Purchase Account ID
Sellable?Required
Is Buying Price Tax Inclusive?
Selling Price
Sales Account ID
Is Selling Price Tax Inclusive?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Description
Issue DateRequired
Due DateRequired
Customer IdRequired
ReferenceRequired
Product ID
Product SKU
Unit PriceRequired
QuantityRequired
Location IDRequired
Discount Type
Discount (percentage or value, depending on type)
Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReferenceRequired
NameRequired
Description
Due on
StatusRequired
PrivateRequired
Priority
User
Project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name
Phone Number
email
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Phone Number
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
SKURequired
Arabic NameRequired
English NameRequired
TaxRequired
Category
Unit
Description
Barcode
Tracked Product?Required
Purchasable?Required
Purchase Price
Purchase Account ID
Sellable?Required
Is Buying Price Tax Inclusive?
Selling Price
Sales Account ID
Is Selling Price Tax Inclusive?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Phone Number
Primary Email
Organization
Website
Tax Number
Secondary Phone Number
Secondary Email
Shipping Street
Shipping City
Shipping State
Shipping Zip
Shipping Country
Billing Street
Billing City
Billing State
Billing Zip
Billing Country
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 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