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How to Get Started with Clio on Zapier

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About Clio’s Integration

  • Paid/versioned account - A paid Clio account is required in order to use the Clio integration.

Connecting with Clio

When creating a new Zap, it’s easy to connect your Clio account. When prompted to choose a Clio account, you are given the option to Change the account name in Zapier. This name is meant to help you identify the accounts that you connect Zapier to.

You'll also want to select the region of Clio you normally use. Select https://app.goclio.com if you normally sign in to https://app.goclio.com (most users), or select https://app.goclio.eu if you normally sign in at https://app.goclio.eu.

Clio 1

Next, you will have to log in with your Clio email and password if you are not already logged in to Clio.

Clio 2

Once logged in, you will be prompted to connect Clio with Zapier. Click “Yes, let’s connect” to authorize the connection.

Clio 3

Zapier will now be connected to your Clio account and you can continue creating your Zap.

Clio 4


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