Zipwhip + Clio + Google Sheets Integrations
How to connect Zipwhip + Clio + Google Sheets
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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 Zipwhip, Clio, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
New SMS SentTriggers when a new SMS is sent.Trigger- New SMS ReceivedTriggers when your landline receives a new SMS from a mobile number.Trigger
- Save ContactSaves new contact to Zipwhip.Action
- Send SMSSends a SMS from your landline to a mobile number.Action
New ActivityTriggers when a new activity is created.Trigger- New BillTriggers when a new bill is created.Trigger
- Bill State UpdatedTriggers when the state of a bill has changed.Trigger
- New Calendar EntryTriggers when a new calendar entry is created.Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
- Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet - works best with Team Drives.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added to the bottom of a spreadsheet.
Instant
Trigger
- Google Sheets
Triggered when you create a new spreadsheet.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Scheduled
Trigger
- Google Sheets
Triggered when a new row is added or modified in a spreadsheet.
Instant
Trigger
- Google Sheets
Triggered when you create a new worksheet in a spreadsheet.
Scheduled
Trigger
- Google Sheets
Create a new column in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Create a new row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Create one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
- Google Sheets
Create a new worksheet by copying an existing worksheet.
Scheduled
Action
- Google Sheets
Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Create a blank worksheet with a title. Optionally, provide headers.
Scheduled
Action
- Google Sheets
Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.
Scheduled
Action
- Google Sheets
Format a row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Update a row in a specific spreadsheet.
Scheduled
Action
- Google Sheets
Update one or more new rows in a specific spreadsheet (with line item support).
Scheduled
Action
- Google Sheets
Finds many matched rows (500 max.) by a column and value.
Scheduled
Action
- Google Sheets
Finds a worksheet by title.
Scheduled
Action
- Google Sheets
Returns many rows (500 max.) as a single JSON value and flat rows (line items).
Scheduled
Action
- Google Sheets
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Google Sheets
Finds or creates a specific find worksheet.
Scheduled
Action
- Google Sheets
Finds or creates a specific lookup row.
Scheduled
Action
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How Zipwhip + Clio + Google Sheets Integrations Work
- Step 1: Authenticate Zipwhip, Clio, and Google Sheets.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.
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