Clio + DropFunnels

Create new DropFunnels leads from Clio activities

Effortlessly connect your Clio activities to DropFunnels with this seamless workflow. Whenever a new activity occurs in Clio, a lead will be created in DropFunnels, making it easier to manage your leads without manual data entry. Save time and streamline your processes with this efficient, easy-to-use automation.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Lead
Triggers when a new lead is added.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search 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?
Action
Search or write
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- Appointment Types
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- Funnel
- Funnel Page
- Pipeline
- Pipeline Stage
- NameRequired
- Email
- Phone NumberRequired
- External Source
- Lead Source
- Tags
- UTM Source
- UTM Medium
- UTM Campaign
- UTM Term
- UTM Content
Action
Write
- SiteRequired
- Email
- Phone Number
- Move Lead From PipelineRequired
- Move Lead to PipelineRequired
- Move Lead to Pipeline StageRequired
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- 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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- 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
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- 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?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search 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
Action
Search or write
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- QuizRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- FunnelRequired
Trigger
Polling
Try It
- SiteRequired
- CourseRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- SiteRequired
- CourseRequired
- Access LevelsRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About DropFunnels

DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.

Related categories

Website Builders

Similar apps

Zapier Interfaces

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

Related Zap Templates

Create DropFunnels members from new Clio contacts for seamless integration

Related Zap Templates

Create DropFunnels members from new Clio contacts for seamless integration

Clio + DropFunnels

Create new DropFunnels leads from Clio activities

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

Course Member Deactivated

New Course Member Added

New Order Created - All Products (Single Event)

Appointment Cancelled

Course Completed

Course Module Completed

New Lead

Appointment Created

Deactivate Member

Create Lead

Move Lead in Pipeline

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

Course Member Deleted

New Order Created - All Products (Individual Events)

New Subscription Order Created on All Products

New Quiz Result

Course Lesson Completed

Course Unit Completed

New Order Created - Main Product Only

New Order Created - Upsell/Downsell Only

Delete Member

Create Member

Update Course Member

About Clio

Related categories

Similar apps

Zapier Interfaces

About DropFunnels

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates