Connect Clio and LearningSuite to power AI-driven automation
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 8,000+ apps, 450+ AI tools
- Free tier available
Launch your first automated workflow
Start with a template that brings Clio and LearningSuite together. Build enterprise-grade automation in minutes.
Our most popular template
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Clio with LearningSuite - 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 "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 ActivityTriggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Bill State UpdatedTriggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CommunicationTriggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New DocumentTriggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New TaskTriggers 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 app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Find Matter by Custom FieldFind newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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?
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
Bundle CreatedTriggers when a new Bundle has been created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Community AreaTriggers when a new community area is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Area ID
- Forum ID
- Approved
- Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Custom Popup ID
- Test User ID
- Interaction Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Group ID
- Test User ID
- Action
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Team Member CreatedTriggers when a new team member (user with admin zone access) has been added to the platform.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- GroupRequired
- BundlesRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
- CoursesRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area ID
- Forum IDRequired
- Post IDRequired
- Author User IDRequired
- Answer to Comment ID
- Comment TextRequired
- Enable Webhook Triggering
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Hub TitleRequired
- Internal NameRequired
- TemplateRequired
- Sort IndexRequired
- PublishRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CourseRequired
- Immediately Publish Course
- Lesson sorting position
- NameRequired
- Video Url
- HTML content
- Thumbnail URL
- Timestamp in Seconds to Generate the thumbnail
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PopupRequired
- MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
- Area ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Get Published CoursesGet all published courses
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Include Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- BundlesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- CoursesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UsersRequired
- GroupsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MemberRequired
- PopupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- UserRequired
- Email
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your app- Group NameRequired
- Include 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
New BillTriggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Calendar EntryTriggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New MatterTriggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Matter NoteTriggers 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 plan
Task Status UpdatedTriggers 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 app
Find Contact by Custom FieldFind newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search 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 found- 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
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- Area ID
- Forum ID
- Mentioned User IDs
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Community BadgeTriggers when a new community badge is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Area ID
- Forum ID
- Publish Status
- Test User ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Course Progress AboveRequired
- Course
- Test Course
- Test User
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Custom Popup CreatedTriggers when a new Custom Popup has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Group CreatedTriggers when a new Group has been created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New FeedbackTriggers when a user submits a new feedback
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Member CreatedTriggers when a new member has been added to the platform
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- MemberRequired
- ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User Id
- Bundles
- Access Given Override
- Access Until Override
- Unlimited Access
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
- Login Link in Course Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UsersRequired
- GroupsRequired
- Disable Course Access Notification Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HubRequired
- Members
- Groups
- Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Area ID
- Forum ID
- Order
- Limit
- Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Offset
- Limit
- Include Progress
- CourseRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member IDRequired
- Course IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Limit
- Offset
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MemberRequired
- CourseRequired
- Date for access check
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- Community Badge IDsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HubRequired
- Members
- Groups
- Bundles
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Link URLRequired
- Users
- Groups
- Title
- Body Text
- Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CourseRequired
- UserRequired
- New Module AccessRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Group NameRequired
- Include Users
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- User IDRequired
- Include Groups
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
- Language
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
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
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.


