Clio + eWay-CRM
Create eWay-CRM deals for new Clio activities
Effortlessly keep your CRM up to date with this efficient workflow between Clio and eWay-CRM. Whenever there's a new activity in Clio, this automation will instantly create a deal in eWay-CRM, ensuring that your sales pipeline is always current and organized. Streamline your processes and never miss an opportunity again.
Effortlessly keep your CRM up to date with this efficient workflow between Clio and eWay-CRM. Whenever there's a new activity in Clio, this automation will instantly create a deal in eWay-CRM, ensuring that your sales pipeline is always current and organized. Streamline your processes and never miss an opportunity again.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Save a DealCreates a new deal or edits an existing one.
ActionWriteCreate a new record or update an existing record in your app.
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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
New or Updated Company
Triggers when scheduled and returns a new or updated company in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Deal
Triggers when scheduled and returns a new or updated deal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Project
Triggers when scheduled and returns a new or updated project in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company (Relation)
Company (Text)
Contact Person (Relation)
Contact Person (Text)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated Close Date
Referral Source
Marketing Campaign
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenue
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Name
Department
Business Phone
Mobile Phone
Fax
Email
Email Opt Out
Website
EIN / ID
VAT Number
Street (Billing)
City (Billing)
ZIP / Postal Code (Billing)
State (Billing)
Country (Billing)
Street (Physical)
City (Physical)
ZIP / Postal Code (Physical)
State (Physical)
Country (Physical)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
Priority
Referral Source
Industry
Customer
Vendor
Competitor
Bank Account No.
Gross Sales
Employees
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company (Relation)
Contact Person (Relation)
Date Received
Email
Email Opt Out
Phone
Street
City
ZIP / Postal Code
State
Country
Estimated Revenue
Currency
Probability
Estimated End
Referral Source
Marketing Campaign
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Name
Company
Contact Person
Project Manager
Start Date
Estimated End Date
End Date
Estimated Revenu
Actual Revenue
Currency
Estimated Hours
Actual Hours
Estimated People Costs
Actual People Costs
Estimated Other Costs
Actual Other Costs
Referral Source
Invoice Date
Payment Terms
Date Payment Received
Payment Type
Quantity
Price Per Unit
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appDrop-Down MenuRequired
Value (in English)Required
ActionThis is an event a Zap performs.SearchFind existing data 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 foundNew or Updated Contact
Triggers when scheduled and returns a new or updated contact in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Journal
Triggers when scheduled and returns a new or updated journal in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew or Updated Task
Triggers when scheduled and returns a new or updated task in eWay-CRM.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTitle
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Company (Text)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company
Contact Person
Project
Deal
Marketing
DelegatorRequired
SolverRequired
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed
Completed (%)
Priority
Total Work
Actual Work
Type
Note
GUID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.GUID
Title
First Name
Middle Name
Last Name
Suffix
Job Title
Company (Relation)
Department
Email 1
Email 2
Email 3
Email Opt Out
Mobile Phone
Business Phone
Business Phone 2
Home Phone
Other Phone
Fax
Website
Street (Business)
City (Business)
ZIP / Postal Code (Business)
State (Business)
Country (Business)
Street (Home)
City (Home)
ZIP / Postal Code (Home)
State (Home)
Country (Home)
Street (Other)
City (Other)
ZIP / Postal Code (Other)
State (Other)
Country (Other)
Priority
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deals
Marketing Campaign
Owner
Start Time
End Time
Priority
System
GDPR Relevant
Phone
Type
ActionThis is an event a Zap performs.SearchFind existing data in your appGUID
Subject
Company
Contact Person
Project
Deal
Marketing
Delegator
Solver
Start Date
Due Date
Reminder
Reminder Set
Completed Date
Completed (%)
Priority
Total Work
Actual Work
Status
Type
Note
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Clio
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