Connect Clio and PDF4me to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with PDF4me - no code necessary. See how you can get setup in minutes.

100%

Help

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 "Add Attachment to PDF" in PDF4me.

You’re connected!

Zapier seamlessly connects Clio and PDF4me, 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
- Trigger Name
- Test File Url
Trigger
Instant
Try It
- File
  Required
- Specify File Name
- Barcode Type
  Required
- Text
  Required
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Hide Text
- Set Process as Async
Action
Write
- File
  Required
- Specify File Name
- HTML Content
  Required
- Location
  Required
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
Action
Write
- File
  Required
- File Name
- Watermark Text
  Required
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
Action
Write
- File
  Required
- File Name
- Image Type
  Required
- Compression Level
  Required
Action
Write
- File
  Required
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
Action
Write
- File
  Required
- File Name
- Output Format
Action
Write
- Barcode Type
  Required
- Text in the Barcode
  Required
Action
Write
- PDF File
  Required
- File Name
  Required
- Searched Text
  Required
- New Text
- Input Url
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- PDF/A Compliance
  Required
Action
Write
- File
  Required
- File Name
- Page Number
  Required
- Width
  Required
- Image Format
  Required
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Select PDF4me-Workflow
  Required
Action
Write
- File
  Required
- Specify File Name
- Pages
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Extract Mode
  Required
Action
Write
- File
  Required
- File Name
- Start Page Number
  Required
- End Page Number
  Required
- Remove Comments
- Remove Header Footer
- Accept Changes
Action
Write
- File
  Required
- Specify File Name
- Input Type
Action
Write
- File
  Required
- File Name
- Flip Orientation
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- Files
  Required
- Output File Name
Action
Write
- Files
  Required
- Orientation
  Required
- Output File Name
Action
Write
- File
  Required
- File Name
- Template Name
  Required
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Custom Field
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- Word File
  Required
- Word File Name
- Search Text
  Required
- Image File
- Skip first page
- Pages
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
Action
Write
- File
  Required
- File Name
- Rotation Angle
- Proportionate Resize
  Required
- Background Color
Action
Write
- File
  Required
- Specify File Name
- Sign Image File
  Required
- Sign image file name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
Action
Write
- File
  Required
- Specify File Name
- Split Type
- Split File Naming
Action
Write
- File
  Required
- File Name
- Search Text
  Required
- Select Split Type
  Required
- Split File Naming
Action
Write
- File
  Required
- Specify File Name
- Password
  Required
Action
Write
- WebUrl
  Required
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
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
- 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
- File
  Required
- Specify File Name
- Attachments
  Required
Action
Write
- File
  Required
- Specify File Name
- Field Name
  Required
- Form Field Type
  Required
- Initial Value
- Position X
- Position Y
- Pages
Action
Write
- File
  Required
- File Name
- Watermark File Content
  Required
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
Action
Write
- File
  Required
- Specify File Name
- Page Number Format
  Required
- Font Size
- Set Bold
- Set Italic
- Horizontal Align
  Required
- Vertical Align
  Required
- Horizontal Margin
- Vertical Margin
- Skip First Page
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Current Image Format
  Required
- New Image Format
  Required
Action
Write
- File
  Required
- File Name
- Output Size
Action
Write
- File
  Required
- File Name
Action
Write
- Specify EPC version
- Specify EPC character set
- Name of Beneficiary
  Required
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
Action
Write
- File
  Required
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address Type
  Required
- Creditor City
- Creditor Name
  Required
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBAN
  Required
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- PDF File
  Required
- File Name
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- Certificate File
  Required
- Certificate Password
  Required
- Pages
  Required
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Expression
  Required
- Pages
  Required
Action
Write
- Template File
  Required
- Template File Name
- Select Input Type
Action
Write
- File
  Required
- Specify File Name
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Days
Action
Write
- File
  Required
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
Action
Write
- File
  Required
- Specify File Name
- Image File
  Required
- Image File Name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Set to Background
Action
Write
- File
  Required
- File Name
- Markdown File Path
Action
Write
- File
  Required
- FileName
- Layer File
  Required
- Layer File Name
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
- Print Profile
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
- Owner Password
- User Password
- Permission
  Required
Action
Write
- File
  Required
- File Name
- Select barcode types
  Required
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- Specify File Name
- Replace Text
  Required
- Image File
  Required
- Image Height
- Image Width
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Image Resize Type
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
- Page Number
  Required
Action
Write
- File
  Required
- Specify File Name
- Barcode Text
- Barcode Filter
  Required
- Barcode Type
  Required
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Text
  Required
- Font Name
- Font Size
  Required
- Font Color
- Bold
- Underline
- Italics
- Rotate
- Pages
  Required
- Horizontal Alignment
  Required
- Vertical Alignment
  Required
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
Action
Write
- File
  Required
- File Name
Action
Write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clio and PDF4me 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 PDF4me 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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About PDF4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.