Clio + Daftra
Create new Daftra clients from Clio activities
Effortlessly manage your client data between Clio and Daftra with this seamless workflow. When new activities occur in Clio, client information will be instantly added to Daftra, ensuring your records are accurate and up-to-date. Stay organized and improve your client relationships with this time-saving automation.
Effortlessly manage your client data between Clio and Daftra with this seamless workflow. When new activities occur in Clio, client information will be instantly added to Daftra, ensuring your records are accurate and up-to-date. Stay organized and improve your client relationships with this time-saving automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add ClientCreates a new client
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Credit Note Created
Triggers when a new Credit Note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Deleted
Triggers when a Credit Note is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Deleted
Triggers when a Journal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Updated
Triggers when a Credit Note is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when a Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Updated
Triggers when a Journal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Updated
Triggers when a Refund Receipt was updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Deleted
Triggers when an Estimate is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when there's a new Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Created
Triggers when a new Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Created
Triggers when a new Journal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a Product is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Invoice
Creates a new Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Product
Creates a new Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Refund Receipt
Creates a new Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Expense
Creates a new Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Supplier
Creates a new supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund Receipt IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Client
Edits a Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Expense
Edits an Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice Payment
Edits an Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Product
Edits a Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Refund Receipt
Edits a Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundRefund Receipt Created
Triggers when a new Refund Receipt is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Deleted
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when an Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Deleted
Triggers when Purchase Order Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when a Client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when Purchase Order was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when a new Estimate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Updated
Triggers when an Estimate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Created
Triggers when a new Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when there's a new product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a Product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Deleted
Triggers when supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Estimate
Creates a new Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Invoice Payment
Creates a new Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Purchase Order
Creates a new Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Client
Creates a new client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Journal
Creates a new Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Estimate
Edits an Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice
Edits an Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Journal
Edits a Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Purchase Order
Edits a Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Supplier
Edits a Supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Clio
Related categories
