Clio + e-shot

Create e-shot contacts from new Clio activities

Easily stay connected with your clients when you use this automation. With each new activity in Clio, a contact is saved in e-shot, ensuring your important connections are always up-to-date and easy to manage. Keep your marketing lists accurate and client relationships strong with this simple workflow.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Save Contact
Create a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
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
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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
- Subaccount IDRequired
- Campaign ID
- Bounce Type
Trigger
Polling
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Polling
Try It
- SubaccountRequired
- Group
Trigger
Polling
Try It
- Subaccount IDRequired
- Group I Ds
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Group I Ds
Trigger
Polling
Try It
- Subaccount IDRequired
- Group IDRequired
- Contact IDRequired
Action
Write
- SubaccountRequired
- SourceRequired
- EmailRequired
- GroupsRequired
Action
Write
- Contact ID
Action
Write
- Contact ID
Action
Write
- EmailRequired
Action
Search
- EmailRequired
- SubaccountRequired
- SourceRequired
- EmailRequired
- GroupsRequired
Action
Search or 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
- Subaccount IDRequired
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Campaign ID
Trigger
Polling
Try It
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
Trigger
Polling
Try It
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
Trigger
Polling
Try It
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Group IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- Channel IDRequired
- Preference IDRequired
- Contact IDRequired
Action
Write
- Subaccount IDRequired
- NameRequired
- Description
- Is checked by default
- Is shown in UI
Action
Write
- NameRequired
Action
Search
- NameRequired
- Subaccount IDRequired
- NameRequired
- Description
- Is checked by default
- Is shown in UI
Action
Search or 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 e-shot

e-shot™ is an intuitive marketing automation platform offering intelligent automation & a team that cares. We help your email marketing deliver beyond the click.

Related categories

Email Newsletters

Clio + e-shot

Create e-shot contacts from new 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

Contact Bounced

Contact Deleted

New or Updated Contact

Contact Unsubscribed From Email

Contact Unsubscribed From SMS

Add an Existing Contact to an Existing Group

Save Contact

Unsubscribe Contact From Email

Unsubscribe Contact From SMS

Find a Contact

Find or Create ContactResource

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

Contact Clicked

Contact Displayed

Contact Subscribed to Preference

Contact Unsubscribed From Preference

Delete Contact

Remove an Existing Contact From an Existing Group

Subscribe Contact to Preference

Unsubscribe Contact From Preference

Save Group

Find a Group

Find or Create GroupResource

About Clio

Related categories

Similar apps

Zapier Interfaces

About e-shot

Related categories