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Clio Advanced Tips

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Clio Actions that Look for a Matter Number

Some Clio Actions require or give the option to add a Matter. While these Actions work easily with Clio Triggers, you can also use other app Triggers that have fields where you are able to enter the Matter number manually. For example, you can create a Zap that allows you to email to a Matter Note as long as you map the email Subject line to the Matter field in the Trigger (and you enter the appropriate Matter number in the Subject of the email).

Modifying Dates on Task and Calendar Entry Actions

When creating a Clio Task or Calendar Entry you may want to modify the “event” or “due” date in the Action. To do so, first map the Due, Start at, or End at fields to an available date option (i.e. a created or updated date; as provided by your selected Trigger app), then add a date modifier. To add a number of days, use a plus sign. To go back a number of days, use a minus sign.

Modifier Examples

+7d – seven days after the date mapped in the field.

-7d – seven days before the date mapped in the field.

Clio AT 1

Mapping First and Last Name on a Create Person Action

When creating a new Person Contact in Clio, both a first and last name are required. When setting up a Create Person Action, you will only be provided with a single Name field. This field can accommodate both the first and last names. You can map the Name field to either a single Trigger field that contains both names, or you can map to separate fields for first name and last name if supported by the Trigger application.

Name formats that will be recognized are:

FirstName LastName

LastName, FirstName

Clio AT 2


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