Clio + Elevated CRM

Create or update Elevated CRM contacts when new activities occur in Clio

Efficiently manage your Elevated CRM contacts with this streamlined workflow designed for Clio users. Whenever a new activity takes place in Clio, the associated contact is seamlessly created or updated by phone in Elevated CRM. This powerful integration simplifies maintaining up-to-date contact information, ensuring your team remains organized and connected.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created contact.
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
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
Try It

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
Contact Created
Triggers when a contact is created in Elevated Network.
Trigger
Instant
Try It
- Email To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- LInked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Email To Search ByRequired
Action
Write
- Id To Search ByRequired
Action
Write
- Email To Search ByRequired
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
Contact Updated
A contact is updated in Elevated.
Trigger
Instant
Try It
- Phone To Search ByRequired
- IdRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Is A Lead
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
Action
Write
- Id To Search ByRequired
- Photo Url
- Contact Group Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- Job Title
- Department
- Company
- Industry
- Contact Type
- Salutation
- Note
- Lead Source
- Lead Referral
- Lead Type
- Lead Priority
- Lead Status
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Custom 5
- Custom 6
- Custom 7
- Custom 8
- Custom 9
- Custom 10
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Line 1
- Line 2
- City
- State
- Postal Code
- Country
- Personal
- Work
- Other
- Home
- Work
- Mobile
- Other
- Birthday
- Anniversary
- Purchase Anniversary
- Sold Date
- Other
- Skype
- Live
- iCloud
- Other
- Spouse
- Partner
- Other
- Parent
- Son
- Daughter
- Brother
- Sister
- Sibling
- Buyer Agent
- Listing Agent
- Escrow Office
- Appraiser
- Inspector
- Facebook
- Twitter
- Instagram
- Linked In
- You Tube
- Zillow
- Houzz
- Other
- Personal
- Work
- Other
Action
Write
- Phone To Search ByRequired
Action
Search

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 Elevated CRM

Elevated CRM is a contact management tool that manages your contacts presence on the internet.

Related categories

Contact Management

Related Zap Templates

Create or update Elevated CRM contacts from new Clio activities

Related Zap Templates

Create or update Elevated CRM contacts from new Clio activities

Clio + Elevated CRM

Create or update Elevated CRM contacts when new activities occur in Clio

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

Contact Created

Create or Update Contact by Email

Delete Contacts by Email

Delete Contact by Id

Find Contacts by Email

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

Contact Updated

Create or Update Contact by Phone

Delete Contacts by Phone

Update Contact by Id

Find Contacts by Phone

About Clio

Related categories

Similar apps

Zapier Interfaces

About Elevated CRM

Related categories

Related Zap Templates

Related Zap Templates