1.Detect deal stage change
Integrate Pipedrive to detect stage-change updates and to continue only qualifying deals.
Create matter and assign tasks from paid deal
Automatically monitor deal stage changes in Pipedrive across Clio workflows and routing steps. Create and update when deal enters the paid stage, deal notes update, or client details appearβso you can create matters, assign intake task lists, and route owners without manual intake setup.
How this automation accelerates your matter intake
When a deal stage changes without fast setup, paid cases can stall before intake and attorney work begins. This automation maps fields, creates a Clio matter, and assigns the starter task list with routingβso your team can start immediately.
Pipedriveor swap with your favorite app
2.Filter qualifying records
Integrate Filter by Zapier and validation tools to stop empty or test records from continuing.
Filter by Zapieror swap with your favorite app
3.Creates a new matter
Integrate Clio and case setup tools to create the client matter and return a matter ID.
Clioor swap with your favorite app
4.Routes by practice area
Integrate Paths by Zapier and routing rules to select the right path for task assignment.
Paths by Zapieror swap with your favorite app
5.Assigns the intake task list
Integrate Clio and task assignment tools to assign the configured starter task list and set due dates.
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Explore all matter management automations
Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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