Clio + Clockify
Create new Clio contacts from new Clockify clients
When a new client is added in Clockify, this workflow seamlessly adds them as a person contact in Clio. Save time and reduce the possibility of human error by letting this system handle the transition. This is an efficient way to ensure your client details are consistent across both platforms.
When a new client is added in Clockify, this workflow seamlessly adds them as a person contact in Clio. Save time and reduce the possibility of human error by letting this system handle the transition. This is an efficient way to ensure your client details are consistent across both platforms.
- When this happens...
New ClientTriggers when a new client is added to a workspace.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create Person ContactCreates a person contact.
ActionWriteCreate a new record or update an existing record in your app.
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WorkspaceRequired
Project
Task
Tags
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Workspace
Triggers when a new workspace is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
Client nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Tag nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project
Task
Tags
Description
Is billable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Client nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Client nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Project
Task
Tags
Description
Is billable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Task nameRequired
Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Task nameRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project nameRequired
Client
Is project public?
Is project billable?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Start DateTimeRequired
End DateTimeRequired
Project
Task
Tags
Description
Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Tag NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Description
Time Entry Started After
Time Entry Ended Before
Project
Task
Tags
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
Project nameRequired
Client
Is project public?
Is project billable?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Tag nameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
Description
Start DateTimeRequired
End DateTimeRequired
Project
Task
Tags
Billable
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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