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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Create Activity" in Inmobalia CRM.

You’re connected!

Zapier seamlessly connects Clio and Inmobalia CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- 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 ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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 Activity
Triggers when a new Activity is created.
Trigger
Polling
Try It
New Property
Triggers when a new Property is created.
Trigger
Polling
Try It
New WebLead
Triggers when a new WebLead is registered.
Trigger
Polling
Try It
Contact Update
Triggers when a Contact is updated or created.
Trigger
Polling
Try It
Sale Update
Triggers when an Sale is updated or created.
Trigger
Polling
Try It
- Type
  Required
- Subject
  Required
- Details
- Need Attention
- Contact Main
- Users
- Contacts
- Properties
- Add Event
Action
Write
- Reference
  Required
- Type
  Required
- Location City
  Required
- Location Area
- Location Subarea
- For Sale
- Under Offer
- Sold
- Sale Price
- Sale Price Visible
- Previous Sale Price
- For Rent Long Term
- For Rent Short Term
- Rented
- Rental Price Long Term
- Rental Price Long Term Visible
- Rental Price Short Term
- Rental Price Short Term Visible
- Rental Short Term Price Period
- Bedrooms
- Bathrooms
- Toilets
- Suite Baths
- Pax
- Levels
- Built
- Plot
- Terrace
- Interior
- Floors
- Construction Year
- Construction Year Month
- Renovation Year
- Renovation Year Month
- Pool
- Garden
- Garage
- Parking Spaces
- Orientation
- Comm. Fees
- IBI
- Garbage Tax
- Date Listed
  Required
- Date Review
  Required
- Tags
- New Dev
- Exclusive
- Featured
- Special
- Hot
- Luxury
- Direct
- Features
- Custom Features
- Seller Contact
- Listers
- Public Agent
- GPS Point Latitude
- GPS Point Longitude
- Is GPS Visible
- Cadastral Reference
- Postcode
- Zone
- Address
- Valuation
- Valuation Date
- Visiting Conditions
- Keys Code
- Key Status
- Sale Board
- Keys Available
- Taxes
- Expenses
- Internal Notes
- Comment About Sales Commission
- Percentage of the Total Sales Price
- Percentage of Commission to Be Shared
- Energy Certification is in Process
- Cert. Consumption
- Cert. Emission
- Consumption
- Emission
- Energy Performance Certificate
- Touristic Code
- Rateable Value
- Owner
- Legal Representative
- Copy of Company Registration
- Copy of Power of Attorney of the Representative
- Register
- Copy of the Property Registration
- Copy Nota Simple
- Copy of IBI Bills
- Copy of Trash Bills
- Copy of Plans
- Agency Agreement
- Details of The Communities Administrator
- Copy of First Occupation License
- Ten Security Copy
Action
Write
- Property Id
  Required
- File Content (Binary, URL)
  Required
- File Name
- File Description
- File Language
- File Type
- File Is Published
- File Is Visible In Network
- File Is Excluded For Portals
Action
Write
- Property Id
  Required
- Link URL
  Required
- Link Name
- Link Language
- Link Type
  Required
- Link Is Published
- Link Is Visible In Network
- Link Is Excluded For Portals
- Link Description
Action
Write
- Property Id
  Required
- Update Publish Status
- Update Shared Status
- Update Reference
- Update Property Type
- Update City
- Update Area
- Update Subarea
- Update Sale
- Update Under Offer
- Update Sold
- Update Sale Price
- Update Sale Price Visible
- Update Previous Sale Price
- Update For Rent Long Term
- Update For Rent Short Term
- Update Rented
- Update Rental Price Long Term
- Update Rental Price Long Term Visible
- Update Rental Price Short Term
- Update Rental Price Short Term Visible
- Update Rental Short Term Price Period
- Update Bedrooms
- Update Bathrooms
- Update Toilets
- Update Suite Baths
- Update Pax
- Update Level
- Update Mts Build
- Update Mts Plot
- Update Mts Terrace
- Update Mts Interior
- Update Floors
- Update Construction Year
- Update Construction Year Month
- Update Renovation Year
- Update Renovation Year Month
- Update Pool
- Update Garden
- Update Garage
- Update Parking Spaces
- Update Orientation
- Update Community
- Update IBI
- Update Garbage
- Update Date Listed
- Update Date Review
- Update Tags
- Update Is New Property
- Update Is Exclusive
- Update Is Featured
- Update Is Special
- Update Is Hot
- Update Is Luxury
- Update Is Direct
- Update Features
- Update Custom Features
- Update Seller
- Update Listers
- Update Public Agent
- Update GPS Point
- Update Is GPS Visible
- Update Cadastral REference
- Update Postcode
- Update Zone
- Update Address
- Update Valuation
- Update Valuation Date
- Update Visiting Conditions
- Update Keys Code
- Update Key Status
- Update Sale Board
- Update Keys Available
- Update Taxes
- Update Expenses
- Update Internal Notes
- Update Commission
- Update Percentage of the Total Sales Price
- Update Percentage of Commission to Be Shared
- Update Energy Certification is in Process
- Update Cert. Consumption
- Update Cert. Emission
- Update Consumption
- Update Emission
- Update Energy Performance Certificate
- Update Touristic Code
- Update RateableValue
- Update Owner
- Update Legal Representative
- Update Copy of Power of Attorney of the Representative
- Update Copy of Company Registration
- Update Register
- Update Copy of the Property Registration
- Update Copy Nota Simple
- Update Copy of IBI Bills
- Update Copy of Trash Bills
- Update Copy of Plans
- Update Agency Agreement
- Update Details of The Communities Administrator
- Update First Occupation License
- Update Ten Security Copy
Action
Write
- Property Id
  Required
- File Id
  Required
- Update Name
- Update Description
- Update Language
- Update Type
- Update File Is Publish
- Update File Is Visible In Network
- Update File Is Excluded For Portals
Action
Write
- Property Id
  Required
- Link Id
  Required
- Update Link Name
- Update Link Language
- Update Link Type
- Update Link Is Published
- Update Link Is Visible In Network
- Update Link Is Excluded For Portals
- Update Link URL
- Update Link Description
Action
Write
- Activity Id
  Required
Action
Search
- Property Id
  Required
- Language
  Required
Action
Search
- Property Id
  Required
Action
Search
- Property Id
  Required
- HTML Id
  Required
Action
Search
- Property Id
  Required
- Link Id
  Required
Action
Search
- Sale ID
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Location Country
  Required
- Location Province
  Required
- Location City
  Required
- Location Area
- Location Subarea
Action
Search
- Email
  Required
- Title
- Name
- Surname
- Company
- Address
- Notes
- Identcard
- Mobile
- Telephone
- Fax
- Web
- Language
- Country
- Archived
- Type Buyer
- Type Collaborator
- Type Developer
- Type Lawyer
- Type Owner
- Type Serviceco
- Type Tenant Long
- Type Tenant Short
- Sent By
- Sent To
- Lawyer
- Source
- Source Details
- Lead Status
- Sale Stage
- Tags
- Assigned To
- Assigned To Team
- Allow Auto Email Deal Alert
- Allow Auto Email Marketing
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
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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 name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter
  Required
- 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
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
New Sale
Triggers when a new Sale is created.
Trigger
Polling
Try It
Activity Update
Triggers when an Activity is updated or created.
Trigger
Polling
Try It
Property Update
Triggers when a Property is updated or created.
Trigger
Polling
Try It
New User
Triggers when a new User is created.
Trigger
Polling
Try It
- Title
- Name
- Surname
- Company
- Address
- Notes
- Identcard
- Email
- Mobile
- Telephone
- Fax
- Web
- Language
- Country
- Archived
- Type Buyer
- Type Collaborator
- Type Developer
- Type Lawyer
- Type Owner
- Type Serviceco
- Type Tenant Long
- Type Tenant Short
- Sent By
- Sent To
- Lawyer
- Source
- Source Details
- Lead Status
- Sale Stage
- Tags
- Assigned To
- Assigned To Team
- Allow Auto Email Deal Alert
- Allow Auto Email Marketing
Action
Write
- Property Id
  Required
- Language
  Required
- Main Description
  Required
- Short Description
- Extra Description
- Price Description
Action
Write
- Property Id
  Required
- Image Content (Binary, URL)
  Required
- Image Is Published
- Image Is Main
- Image Position
Action
Write
- Contact Id
  Required
- Update title
- Update name
- Update surname
- Update company
- Update address
- Update notes
- Update identcard
- Update email
- Update telephone
- Update mobile
- Update fax
- Update web
- Update language
- Update country
- Update archived
- Update Type Buyer
- Update Type Collaborator
- Update Type Developer
- Update Type Lawyer
- Update Type Owner
- Update Type Serviceco
- Update Type Tenant Long
- Update Type Tenant Short
- Update sent by
- Update sent to
- Update lawyer
- Update source
- Update lead status
- Update sale stage
- Update tags
- Update Assigned
- Update assigned to team
- Update allow auto email deal alert
- Update allow auto email marketing
Action
Write
- Property Id
  Required
- Language
  Required
- Update Main Description
- Update Short Description
- Update Extra Description
- Update Price Description
Action
Write
- Property Id
  Required
- Image Id
  Required
- Image Is Published
- Image Is Main
- Image Position
Action
Write
- Source
  Required
- Name
- Email
- Phone
- Comments
- Properties References
- Contact
Action
Write
- Contact Id
  Required
Action
Search
- Property Id
  Required
- File Id
  Required
Action
Search
- Property Reference
  Required
Action
Search
- Property Id
  Required
- Image Id
  Required
Action
Search
- Sale Code
  Required
Action
Search
- Email
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Username
  Required
Action
Search

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Connect Clio and Inmobalia CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Clio to Inmobalia CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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.

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Related categories

CRM (Customer Relationship Management)

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About Inmobalia CRM

Inmobalia CRM is the online real estate software and secure property MLS network servicing the most recognized real estate agencies on the Costa del Sol, probably one of the most competitive real estate markets in Spain and the whole Europe

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