1.Monitor daily run at 4:00 AM
Integrate Schedule by Zapier and scheduling tools to run the morning scan on the scheduled date, triggering downstream event checks.
Start work on matters with morning calendar event triggers
Automatically scan for matter-linked calendar entries across Schedule by Zapier, Code by Zapier, Clio, and Webhooks by Zapier. Kick off downstream processing when scan window opens, 4:00 AM run starts, or event list results showβso you can start workflows, capture qualifying events, and skip manual triage.
How this automation accelerates matter intake
When every day at 4:00 AM triggers, delayed review can stall time-sensitive work. This automation builds day-range timestamps and fetches Clio calendar events, filters matter-linked entries, and posts each qualifying event payloadβso your team can start downstream workflows.
Schedule by Zapieror swap with your favorite app
2.Build from and to timestamps
Integrate Code by Zapier and time tools to create from/to ISO timestamps for the target date to power the calendar query.
Code by Zapieror swap with your favorite app
3.Find calendar entries via API
Integrate Clio and calendar query tools to fetch events for the from/to range and return a JSON list of events.
Clioor swap with your favorite app
4.Filter events with matter associations
Integrate Filter by Zapier and validation tools to continue only when events are present and include a matter association.
Filter by Zapieror swap with your favorite app
5.Loop each qualifying event
Integrate Looping by Zapier and iteration tools to process each returned event and map its id into the payload.
Looping by Zapieror swap with your favorite app
6.Post event payload to endpoint
Integrate Webhooks by Zapier and endpoint tools to POST the event payload and kick off downstream workflows.
Webhooks by Zapieror swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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