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Set up your first integration
Quickly connect Clio to Copilot with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Copilot - 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 "Create App Connection" in Copilot.
You’re connected!
Zapier seamlessly connects Clio and Copilot, 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 Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and Copilot to integrate crucial parts of your business
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Frequently Asked Questions about Clio + Copilot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Copilot
How do I set up a trigger for Clio in our automation platform?
To set up a trigger for Clio, first connect your Clio account through our platform. You can then select from available triggers such as 'New Matter Created' or 'Task Completed'. Follow the step-by-step guide provided during the configuration to enable these triggers.
Can I use Copilot actions with Clio triggers?
Yes, you can pair various Copilot actions with Clio triggers. For example, when a new contact is added in Clio, you can set an action to create a task in Copilot.
What kind of actions can be performed in Copilot when triggered by Clio?
Actions you can perform include creating or updating tasks, sending notifications within Copilot, and logging activities related to specific matters.
Are there any limitations when integrating Clio with Copilot?
While most functionalities are supported, complex workflows that require conditional logic might need additional configuration. Check our integration guidelines for any specific limitations.
Is it possible to automate communication between teams using this integration?
Absolutely! By setting up triggers in Clio for new tasks or notes and using actions in Copilot such as sending messages or reports, you can streamline team communication.
How often do the automated tasks update data between Clio and Copilot?
Our automation platform syncs data continuously but performs updates at intervals specified during the setup process. Typically, data synchronization occurs every few minutes.
What should I do if I encounter an error while integrating Clio with Copilot?
If you face any issues during integration, begin by checking your accounts' connection status on our platform. Ensure all permissions are correctly set. Refer to our troubleshooting guide if necessary.
