Clio + Dux-Soup

Create Dux-Soup profiles for new Clio contacts

Effortlessly keep your networking efforts organized by connecting Clio and Dux-Soup with this automation workflow. Whenever a new contact is added in Clio, their profile will be created in Dux-Soup, ensuring a seamless transition between systems and eliminating manual data entry. Focus on building relationships while this workflow takes care of managing your contacts.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Connect Profile
Add a Connection Request action to the activity queue.
ActionWrite

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Supported triggers and actions

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
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
New Dux-Soup Action Event
Trigger when a queued action executes.
Trigger
Instant
Try It
New LinkedIn Message Event
Trigger when a new message is received.
Trigger
Instant
Try It
- Profile URL to connectRequired
- Message template to use
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to endorse (regular LI)Required
- Top (+) or bottom (-) # skills to endorse, max 5, defaults to 1
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to follow (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to messageRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save (regular LI)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to visitRequired
- Delay the action at least until
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
New LinkedIn Connection Event
Trigger when a connection has been added.
Trigger
Instant
Try It
- Filter
Trigger
Instant
Try It
- Profile URL to disconnectRequired
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to enrollRequired
- Target Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Target Profile URL (Sales Nav only)Required
- Message subject to useRequired
- Message template to useRequired
- Include in Campaign
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to save as lead (SalesNav only)Required
- Delay the action at least until
- Force the action, ignoring all exclusion rules
Action
Write
- Profile URL to tagRequired
- Tags to apply (comma separated) Required
- Delay the action at least until
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)

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Zapier Interfaces

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

About Dux-Soup

Dux-Soup is LinkedIn automation software to find leads and engage with prospects.

Learn more

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Related Zap Templates

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Clio + Dux-Soup

Create Dux-Soup profiles for new Clio contacts

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

New Dux-Soup Action Event

New LinkedIn Message Event

Connect Profile

Endorse Profile

Follow Profile

Message Profile

Save Profile to PDF

Visit Profile

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

New LinkedIn Connection Event

New Profile Visit Event

Disconnect Profile

Enroll Profile

InMail Profile

Save Profile as Lead

Tag Profile

About Clio

Related categories

Similar apps

Zapier Interfaces

About Dux-Soup

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates