Clio + Membership.io

Add new Clio contacts to Membership.io audiences with ease

Effortlessly keep your Clio contacts updated in your Membership.io audience with this workflow. Whenever you add a new contact in Clio, this automation will either add or update their information in your Membership.io audience, making it easy to ensure your marketing efforts are always targeted at the most up-to-date information. Say goodbye to manual data entry and maintain an organized audience in Membership.io with this time-saving solution.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Add or Update Audience
Adds audience to a Searchie account.
ActionWrite

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Supported triggers and actions

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
Try It
- EventRequired
Trigger
Instant
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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
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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
- Folder
Trigger
Polling
Try It
New Audience
Triggers when a new audience is created.
Trigger
Polling
Try It
New Audience Tag
Triggers when a new audience tag is created in the account.
Trigger
Polling
Try It
- PlaylistRequired
Trigger
Polling
Try It
New Hub
Triggers when a new Hub is created.
Trigger
Polling
Try It
- HubRequired
Trigger
Polling
Try It
- AudienceRequired
- AchievementsRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- FileRequired
- Tag
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- AudienceRequired
- AchievementsRequired
Action
Write
- PlaylistRequired
- FilesRequired
Action
Write
- AudienceRequired
- HubsRequired
Action
Write
- EmailRequired
Action
Search

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
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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 nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- 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
- DocumentRequired
- MatterRequired
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 ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- 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
Action
Search or write
- HubRequired
- AudienceRequired
Trigger
Polling
Try It
- AudienceRequired
Trigger
Polling
Try It
- Folder
Trigger
Polling
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
New Playlist
Triggers when a new playlist is created.
Trigger
Polling
Try It
New Widget or Plugin
Triggers when a new widget or plugin is created.
Trigger
Polling
Try It
- Name
- EmailRequired
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Write
- FolderRequired
- URLRequired
- Title
- Description
- Auto Processs?Required
Action
Write
- FilesRequired
- PlaylistRequired
Action
Write
- AudienceRequired
- HubsRequired
- Email Hub Login?
Action
Write
- AudienceRequired
Action
Write
- AudienceRequired
- TagsRequired
Action
Write
- PlaylistRequired
- FoldersRequired
Action
Write
- PlaylistRequired
- TagsRequired
Action
Write
- EmailRequired
- Name
- Phone
- Add Access To Hub(s)
- Email Hub Login?
- Tags
- Remove Existing Tags?
- Attributes
Action
Search or write

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)

Similar apps

Zapier Interfaces

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

About Membership.io

Membership.io is a platform that helps creators build and scale their membership sites.

Learn more

Related categories

Video & Audio

Related Zap Templates

Create hub access in Membership.io for new contacts in Clio

Create Membership.io hubs for new Clio activities, streamlining access management

Clio + Membership.io

Add new Clio contacts to Membership.io audiences with ease

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

File Processed

New Audience

New Audience Tag

New File to Playlist

New Hub

New Playlist to Hub

Add Achievement

Add Audience Tag

Add File Tag

Add Folder(s) to Playlist

Add Tag(s) to Playlist

Remove Achievement(s) From an Audience

Remove File(s) From a Playlist

Remove Hub Access

Find Audience

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

Hub Onboarding Completed

New Audience Activity

New File

New Folder

New Playlist

New Widget or Plugin

Add or Update Audience

Add File

Add File(s) to Playlist

Add Hub Access

Delete Audience

Remove Audience Tag

Remove Folder(s) From a Playlist

Remove Tag(s) From a Playlist

Find or Add Audience

About Clio

Related categories

Similar apps

Zapier Interfaces

About Membership.io

Related categories

Related Zap Templates

Related Zap Templates