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Set up your first integration
Quickly connect Clio to Email by Zapier with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Email by Zapier - no code necessary. See how you can get setup in minutes.
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 "Send Outbound Email" in Email by Zapier.
You’re connected!
Zapier seamlessly connects Clio and Email by Zapier, 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.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and Email by Zapier
Get notified about new client matters.
Stay on top of new client matters with instant updates. Use Zapier to trigger an email notification to your custom Zapier mail address whenever a new matter is created in Clio, ensuring you're always aware of important developments and can prioritize tasks accordingly.
Business OwnerUpdate team about client communications.
Ensure marketing and content teams are equipped with timely insights. Zapier can be set to forward emails to a custom Zapiermail address whenever new client communications are logged in Clio, keeping your teams informed for positioning adjustments or client-specific campaigns.
Marketing & Marketing OpsReceive email updates for pending tasks.
Keep track of project milestones effortlessly. When the status of a task changes to 'Pending' in Clio, Zapier can send an email update to your custom Zapiermail address, helping PMs stay proactive and keep projects on schedule.
Project Management
