Clio + MyDesk

Create MyDesk tasks for new Clio contacts to effortlessly manage and track them

Effortlessly manage your growing clientele with this Clio and MyDesk integration. Whenever you add a new contact in Clio, a corresponding task will be created in MyDesk, ensuring that no information is missed and your team stays in the loop. This seamless workflow not only saves time but also keeps your client management organized and efficient.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Creates a Task.
ActionWrite

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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
- Representative
- Appointment Type
Trigger
Polling
Try It
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- Representative
Trigger
Polling
Try It
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Contact With
- SubjectRequired
- Description
- Start DateRequired
- End DateRequired
- Assigned ToRequired
- Location
- Appointment TypeRequired
- Follow UpRequired
Action
Write
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
Action
Write
- Company
- SubjectRequired
- Description
- Planned Date
- Assigned ToRequired
- Created ByRequired
- PerformedRequired
- Completed Date
Action
Write
- Id
- Key
Action
Write
- Code
- Description
Action
Search
- CodeRequired
Action
Search
- Name
- Code
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- CompanyRequired
- Salutation
- First Name
- Surname Prefixes
- SurnameRequired
- Function
- Mobile Number
- Phone Number
- Email Address
- Set as PrimaryRequired
- ActiveRequired
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
- Company TypeRequired
- Company Group
Trigger
Polling
Try It
- Assigned To
- Created By
Trigger
Polling
Try It
- StatusRequired
- Representative
Trigger
Polling
Try It
- Completed By
- Assigned To
- Subject
Trigger
Polling
Try It
- CompanyRequired
- Address TypeRequired
- Street
- Postal CodeRequired
- CityRequired
- CountryRequired
- Set as Primary Visiting AddressRequired
- Set as Primary Shipping AddressRequired
Action
Write
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Write
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
Action
Write
- Company TypeRequired
- Id
- Key
Action
Write
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
Action
Search
- Info
- Company
- First Name
- Surname Prefixes
- Surname
- Email Address
- Phone Number
- Mobile Number
- Key
- Id
- InfoSettings
- Minimum matchesRequired
Action
Search
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
Action
Search
- Info
- Name
- Email Address
- Website
- Customer Number
- Postal Code
- Company Group
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Name matchRequired
- Company TypeRequired
- NameRequired
- KeyRequired
- Website
- Email Address
- Phone Number
- Description
- Customer Number
- RepresentativeRequired
- Company Group
Action
Search or write
- Info
- Subject
- Company
- Representative
- Created By
- Status
- Key
- Id
- InfoSettings
- Minimum matchesRequired
- Exact Subject matchRequired
- CompanyRequired
- SubjectRequired
- Description
- Amount
- Estimated Success Rate
- Estimated Closing Date
- StatusRequired
- RepresentativeRequired
- Created ByRequired
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 MyDesk

MyDesk: Get started quickly with a user-friendly CRM for sales.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Clio + MyDesk

Create MyDesk tasks for new Clio contacts to effortlessly manage and track them

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 Appointment

New Contact

New Task

Opportunity Overdue

Task Overdue

Create Appointment

Create Contact

Create Task

Update Opportunity

Find Company Group

Find Country

Find Representative

Find or Create a Contact

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 Company

New Opportunity

Opportunity Completed

Task Completed

Create Address

Create Company

Create Opportunity

Update Company

Find Company

Find Contact

Find Opportunity

Find or Create a Company

Find or Create an Opportunity

About Clio

Related categories

Similar apps

Zapier Interfaces

About MyDesk

Related categories

Similar apps

Zapier Interfaces