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Create new Daftra clients from Clio activities
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Clio + Daftra

Create new Daftra clients from Clio activities

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Clio + Daftra

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 "Add Estimate" in Daftra.

You’re connected!

Zapier seamlessly connects Clio and Daftra, 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.
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
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- 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 ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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
Credit Note Created
Triggers when a new Credit Note is created.
Trigger
Instant
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Purchase Order Created
Trigger When New Purchase Order is created
Trigger
Instant
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Credit Note Deleted
Triggers when a Credit Note is Deleted.
Trigger
Instant
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Delete Invoice
Triggers when an Invoice is deleted.
Trigger
Instant
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Journal Deleted
Triggers when a Journal is deleted.
Trigger
Instant
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Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Trigger
Instant
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Credit Note Updated
Triggers when a Credit Note is Updated.
Trigger
Instant
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Invoice Updated
Triggers when a Invoice is updated.
Trigger
Instant
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Journal Updated
Triggers when a Journal is updated.
Trigger
Instant
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Refund Receipt Updated
Triggers when a Refund Receipt was updated
Trigger
Instant
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Estimate Deleted
Triggers when an Estimate is deleted
Trigger
Instant
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Invoice Created
Triggers when there's a new Invoice.
Trigger
Instant
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New Expense Created
Triggers when a new Expense is created.
Trigger
Instant
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Journal Created
Triggers when a new Journal is created.
Trigger
Instant
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Product Deleted
Triggers when a Product is deleted
Trigger
Instant
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Supplier Created
Triggers when a new supplier is created.
Trigger
Instant
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Supplier Updated
Triggers when Supplier is updated.
Trigger
Instant
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Add Invoice
Creates a new Invoice
Action
Write
Add Product
Creates a new Product
Action
Write
Add Refund Receipt
Creates a new Refund Receipt
Action
Write
Add Expense
Creates a new Expense
Action
Write
Add Supplier
Creates a new supplier
Action
Write
- Estimate ID
  Required
Action
Write
- Invoice ID
  Required
Action
Write
- ID
  Required
Action
Write
- Refund Receipt ID
  Required
Action
Write
Edit Client
Edits a Client
Action
Write
Edit Expense
Edits an Expense
Action
Write
Edit Invoice Payment
Edits an Invoice Payment
Action
Write
Edit Product
Edits a Product
Action
Write
Edit Refund Receipt
Edits a Refund Receipt
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- 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
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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 name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter
  Required
- 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
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
Refund Receipt Created
Triggers when a new Refund Receipt is created
Trigger
Instant
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Client Deleted
Triggers when a Client is deleted.
Trigger
Instant
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Expense Deleted
Triggers when an Expense is deleted.
Trigger
Instant
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Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Trigger
Instant
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Purchase Order Deleted
Triggers when Purchase Order Deleted
Trigger
Instant
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Client Updated
Triggers when a Client is updated
Trigger
Instant
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Expense Updated
Triggers when an Expense is updated.
Trigger
Instant
Try It
Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Trigger
Instant
Try It
Purchase Order Updated
Triggers when Purchase Order was updated.
Trigger
Instant
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Estimate Created
Triggers when a new Estimate is created
Trigger
Instant
Try It
Estimate Updated
Triggers when an Estimate is updated
Trigger
Instant
Try It
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Invoice Payment Created
Triggers when a new Invoice Payment is created.
Trigger
Instant
Try It
Product Created
Triggers when there's a new product.
Trigger
Instant
Try It
Product Updated
Triggers when a Product is updated
Trigger
Instant
Try It
Supplier Deleted
Triggers when supplier is deleted.
Trigger
Instant
Try It
Add Estimate
Creates a new Estimate
Action
Write
Add Invoice Payment
Creates a new Invoice Payment
Action
Write
Add Purchase Order
Creates a new Purchase Order
Action
Write
Add Client
Creates a new client
Action
Write
Add Journal
Creates a new Journal
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
- ID
  Required
Action
Write
Edit Estimate
Edits an Estimate
Action
Write
Edit Invoice
Edits an Invoice
Action
Write
Edit Journal
Edits a Journal
Action
Write
Edit Purchase Order
Edits a Purchase Order
Action
Write
Edit Supplier
Edits a Supplier
Action
Write

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Connect Clio and Daftra to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clio to Daftra integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Daftra

Daftra is a cloud ERP and accounting software designed exclusively for small and medium companies and their teams. Send invoices, track expenses, manage your accounting, and collaborate on projects.

HelpHelp

Related categories

Accounting

Connect Clio and Daftra to unlock the power of automation

Set up your first integration

Create new Daftra clients from Clio activities

Create new Daftra clients from Clio activities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Clio and Daftra to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Clio to Daftra on the world's largest no-code automation platform