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Quickly connect Clio to LearningSuite with a Zapier template.

Our most popular template

Add new Clio contacts to LearningSuite groups as members
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Clio + LearningSuite
Create LearningSuite members from new Clio contacts
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Clio + LearningSuite

Add new Clio contacts to LearningSuite groups as members

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Clio + LearningSuite

Create LearningSuite members from new Clio contacts

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Clio + LearningSuite

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Activate/Deactivate Member" in LearningSuite.

You’re connected!

Zapier seamlessly connects Clio and LearningSuite, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- 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
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
Bundle Created
Triggers when a new Bundle has been created
Trigger
Polling
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New Community Badge
Triggers when a new community badge is created
Trigger
Polling
Try It
- Area ID
- Forum ID
- Publish Status
- Test User ID
Trigger
Instant
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- Course Progress Above
  Required
- Course
- Test Course
- Test User
Trigger
Instant
Try It
- Custom Popup ID
- Test User ID
- Interaction Type
Trigger
Instant
Try It
- Course
- Test User
Trigger
Instant
Try It
- Group ID
- Test User ID
- Action
Trigger
Instant
Try It
- Course
  Required
Trigger
Instant
Try It
- Test User
Trigger
Instant
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User Created
Triggers when a new user has been added to the platform
Trigger
Polling
Try It
- Member
  Required
- Action
  Required
Action
Write
- User Id
- Bundles
- Access Given Override
- Access Until Override
- Unlimited Access
- Disable Course Access Notification Email
Action
Write
- User
  Required
- Courses
  Required
- Access Date (Default = now)
- Disable Course Access Notification Email
- Login Link in Course Email
Action
Write
- Users
  Required
- Groups
  Required
- Disable Course Access Notification Email
Action
Write
- User ID
  Required
- Date for access check
Action
Write
- Hub Title
  Required
- Internal Name
  Required
- Template
  Required
- Sort Index
  Required
- Publish
  Required
Action
Write
- Course
  Required
- Immediately Publish Course
- Lesson sorting position
- Name
  Required
- Video Url
- HTML content
- Thumbnail URL
- Timestamp in Seconds to Generate the thumbnail
Action
Write
- Group
  Required
Action
Write
- Popup
  Required
- Member
  Required
Action
Write
- Offset
- Limit
- Area ID
Action
Write
- Offset
- Limit
- Include Progress
- Course
  Required
Action
Write
- Member ID
  Required
- Course ID
  Required
Action
Write
- User ID
  Required
- Include Groups
Action
Write
- User
  Required
- Bundles
  Required
Action
Write
- User
  Required
- Courses
  Required
Action
Write
- Users
  Required
- Groups
  Required
Action
Write
- Course
  Required
- User
  Required
- New Module Access
  Required
Action
Write
- Group Name
  Required
- Include Users
Action
Search
- User ID
  Required
- Include Groups
Action
Search
- Email
  Required
- Include Groups
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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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
Polling
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
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Community Area
Triggers when a new community area is created
Trigger
Polling
Try It
- Area ID
Trigger
Polling
Try It
- Area ID
- Forum ID
- Approved
- Test User ID
Trigger
Instant
Try It
Custom Popup Created
Triggers when a new Custom Popup has been added to the platform
Trigger
Polling
Try It
- Course
- Test User
Trigger
Instant
Try It
Group Created
Triggers when a new Group has been created.
Trigger
Polling
Try It
- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
Try It
New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
Try It
- Course
Trigger
Instant
Try It
- Not Logged in for Days
  Required
- Include users who have not logged in yet
  Required
Trigger
Polling
Try It
- Group
  Required
- Bundles
  Required
- Disable Course Access Notification Email
Action
Write
- User
  Required
- Community Badge IDs
  Required
Action
Write
- Group
  Required
- Courses
  Required
- Disable Course Access Notification Email
Action
Write
- User ID
  Required
Action
Write
- Group Name
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
Action
Write
- User
  Required
Action
Write
- Offset
- Limit
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- Course ID
  Required
Action
Write
Get Published Courses
Get all published courses
Action
Write
- Member
  Required
- Course
  Required
- Date for access check
Action
Write
- User
  Required
- Community Badge IDs
  Required
Action
Write
- Hub
  Required
- Members
- Groups
- Bundles
Action
Write
- Member
  Required
- Popup
  Required
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- User
  Required
- Email
- Locale
Action
Write
- Email
  Required
- Include Groups
Action
Search
- Group Name
  Required
- Include Users
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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Connect Clio and LearningSuite to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clio to LearningSuite integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About LearningSuite

Learningsuite is an E-Learning Plattform

HelpHelp

Related categories

Education

Connect Clio and LearningSuite to unlock the power of automation

Set up your first integration

Add new Clio contacts to LearningSuite groups as members

Create LearningSuite members from new Clio contacts

Add new Clio contacts to LearningSuite groups as members

Create LearningSuite members from new Clio contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Clio and LearningSuite to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Clio to LearningSuite on the world's largest no-code automation platform