Clio + Zoodealio

Create properties in Zoodealio for new Clio activities

Effortlessly keep your property listings up to date with this seamless workflow. Whenever there's a new activity in Clio, a corresponding property will be created in Zoodealio. This time-saving automation helps you maintain accurate and consistent property information across both platforms without manual intervention.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Property
Create a Property
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
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- EventRequired
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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
IBuyer Created
Triggers when an IBuyer is created.
Trigger
Polling
Try It
New Notification
Triggers when a new notification is received.
Trigger
Polling
Try It
Property Updated
Triggers when a property is updated.
Trigger
Polling
Try It
User Created
Triggers when a new user is created.
Trigger
Polling
Try It
User Updated
Triggers when a user is updated.
Trigger
Polling
Try It
- NameRequired
- PhoneRequired
- Email
- Role
- BusinessName
- Reference
- TagRequired
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- PasswordRequired
- AddressRequired
- CityRequired
- StateRequired
- ZipCodeRequired
- CountryRequired
- Phone NumberRequired
- Bathroom Count
- Bedroom Count
- Square Footage
- Parking Spaces
- Floors
- Year Built
- Send Email Notifications
- Send Text Notifications
Action
Write

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
Ibuyer Updated
Triggers when an Ibuyer is updated.
Trigger
Polling
Try It
Property Created
Triggers when a new property is created.
Trigger
Polling
Try It
Read Notification
Triggers when a new notification is read.
Trigger
Polling
Try It
User Locked
Triggers when a user is locked.
Trigger
Polling
Try It
- Property_IdRequired
- Expiration DateRequired
- Offer Amount
- ServiceFeeAmount1
- serviceFeePercentage1
- ServiceFeeAmount2
- ServiceFeePercentage2
- ResaleFeeAmount1
- ResaleFeePercentage1
- ResaleFeeAmount2
- ResaleFeePercentage2
- HoldbackAmount
- HoldbackPercantage
- ClosingCostAmount
- ClosingCostPercentage
- Notes
Action
Write
- First NameRequired
- Last NameRequired
- Email AddressRequired
- PasswordRequired
- AddressRequired
- CityRequired
- StateRequired
- ZipCodeRequired
- CountryRequired
- Phone NumberRequired
- Bathroom Count
- Bedrooms Count
- Square Footage
- Parking Spaces
- Floors
- Year Built
- Send Email Notifications
- Send Text Notifications
- Agent's Email
- Pool
- Population
Action
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 Zoodealio

Zoodealio is marketing automation where every agent is an iBuyer.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Clio + Zoodealio

Create properties in Zoodealio for new Clio activities

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

IBuyer Created

New Notification

Property Updated

User Created

User Updated

Create Contact

Create Property Assign Round Robin

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

Ibuyer Updated

Property Created

Read Notification

User Locked

Create Cash Plus Offer

Create Property

About Clio

Related categories

Similar apps

Zapier Interfaces

About Zoodealio

Related categories

Similar apps

Zapier Interfaces