Zipwhip + Google Sheets + Clio Integrations

How to connect Zipwhip + Google Sheets + Clio

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Do even more with Zipwhip + Google Sheets + 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 Zipwhip, Google Sheets, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New SMS Sent
Triggers when a new SMS is sent.
Trigger
Instant
Try It
- Mobile NumberRequired
  The mobile number of the recipient e.g. (123) 123 4567. Other formats will be accepted as well.
- First NameRequired
  New contact's first name.
- Last NameRequired
  New contact's last name.
- Email
  New contact's email address.
Action
Write
- 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
Scheduled
Try It
- 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.
Trigger
Scheduled
Try It
- 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
- 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.
Trigger
Instant
Try It

- 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.
Action
Write
- 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
Action
Write

- TitleRequired
- Spreadsheet to Copy
  Create a duplicate of an existing spreadsheet.
- Headers
  These Headers are ignored if a "Spreadsheet to Copy" is selected.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- 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.
Action
Search
- 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.
- 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)
Action
Search
- 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.
- Headers
- Overwrite?
  If a worksheet with the specified title exists, its content would be lost. Please, use with caution.
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- EventRequired
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write
- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
  Search by ID or Wildcard (first name, last name, email or phone number).
- Search ValueRequired
Action
Search
- Search 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
Action
Search or write
- Search 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
Action
Search or write

New SMS Received
Triggers when your landline receives a new SMS from a mobile number.
Trigger
Instant
Try It
- Mobile NumberRequired
  The mobile number of the recipient e.g. (123) 123 4567. Other formats will be accepted as well.
- Message
  Messages longer than 250 characters will be automatically shortened.
Action
Write
- 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
Trigger
Instant
Try It
- 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.
Trigger
Scheduled
Try It
- 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
Trigger
Scheduled
Try It
- 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
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- 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.
Action
Write
- 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
Action
Write
- 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.
Action
Write
- 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.
Action
Search
- 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
  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?
Action
Search
- 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
  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?
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Scheduled
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
  The expense amount.
- Matter
- Matter Note
- User
Action
Write
- 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.
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
  Enter in minutes
- Price
  The hourly or flat amount.
- Matter
- Matter Note
- User
Action
Write
- 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.
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- 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.
Action
Write
- Search Type
  Search by ID or Wildcard (name, email or phone number).
- Search ValueRequired
  Search by name, email or phone number.
Action
Search
- Search Type
  Search by ID or Wildcard (number, display number, description, or client name).
- Search ValueRequired
  Search by number, display number, description, or client name.
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
  Search by name
Action
Search
- Search 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.
Action
Search or write

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How Zipwhip + Google Sheets + Clio Integrations Work

Step 1: Authenticate Zipwhip, Google Sheets, 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.

Connect apps

Connect Zipwhip + Google Sheets + Clio

About Zipwhip

Zipwhip is a text messaging platform which enables you to send and receive texts to and from an existing landline or toll free number.

Related categories

Phone & SMS

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Learn more

Related categories

Similar apps

Zoho Creator

App Builder, Zoho

Smartsheet

Spreadsheets

Quip

Documents

About Clio

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.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zipwhip + Google Sheets + Clio Integrations

How to connect Zipwhip + Google Sheets + Clio

Do even more with Zipwhip + Google Sheets + Clio

New SMS Sent

Save Contact

Mobile NumberRequired

First NameRequired

Last NameRequired

Email

New Spreadsheet Row (Team Drive)

Drive

SpreadsheetRequired

WorksheetRequired

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

SpreadsheetRequired

WorksheetRequired

Trigger Column

Create Spreadsheet Column

Drive

SpreadsheetRequired

WorksheetRequired

Column NameRequired

Index

Create Multiple Spreadsheet Rows

Drive

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

TitleRequired

Spreadsheet to Copy

Headers

Delete Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

Update Spreadsheet Row

Drive

SpreadsheetRequired

WorksheetRequired

RowRequired

App Extensions (Beta)

Owner

App ExtensionRequired

Lookup Spreadsheet Rows (output as Line Items)

Drive

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

Supporting Lookup Column

Supporting Lookup Value

Bottom-Up

Row Count

Get Many Spreadsheet Rows (Advanced, output as Line Items)

Drive

SpreadsheetRequired

WorksheetRequired

ColumnsRequired

Row CountRequired

First Row

Find or Create Worksheet

Drive

SpreadsheetRequired

TitleRequired

Headers

Overwrite?

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

EventRequired

New Task

Assign Task Template List

Matter IDRequired

Task Template ListRequired