WebMerge

WebMerge + Clio Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect WebMerge and Clio, with as many as 75 possible integrations. Are you ready to find your productivity superpowers?

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

When this happens...
then do this!
New Merged Document

Triggers when a merged/populated document is created.

Create Data Route Merge

Send data to your Data Route URL.

New Task

Triggers when a new task is created.

Create Document Merge

Send data to your Merge URL.

New Matter

Triggers when a new matter is created.

Create Task

Creates a new task.

New Contact

Triggers when a new contact is created.

Create Matter

Creates a new matter.

New Document

Triggers when a new document is created.

Create Person Contact

Creates a person contact.

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Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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.

See Clio Integrations