Clio + Ramper Pipeline

Create web leads in Ramper Pipeline from new activities in Clio

Effortlessly manage your leads and activities with this seamless Clio and Ramper Pipeline integration. Whenever a new activity is added in Clio, this workflow will create a corresponding web lead in Ramper Pipeline, ensuring that all important information is effortlessly transferred and organized. Save time and keep your sales pipeline up-to-date with this powerful automated process.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Web Lead (Adicionar Web Lead)
Create a new Web lead for a Campaign (Adiciona uma Web lead para uma Campanha)
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
Person Created (Pessoa Adicionada)
Triggers when a new Person is created (Executado quando uma Pessoa é adicionada).
Trigger
Polling
Try It
- EtapaRequired
Trigger
Polling
Try It
Opportunities Lost (Oportunidades Perdidas)
Triggers when a Opportunity is set as lost (Executa quando uma Oportunidade entrar na Etapa perdida).
Trigger
Polling
Try It
- CampanhaRequired
Trigger
Polling
Try It
- Tipo de TarefaRequired
- HorárioRequired
- Descrição
- ResponsávelRequired
- Pessoa NomeRequired
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
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
- 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
My Tasks Created (Minhas Tarefas Adicionadas)
Triggers when a new Task is created to yourself (Executado quando uma Tarefa é adicionada para você).
Trigger
Polling
Try It
Opportunities Created (Oportunidades Criadas)
Triggers when a Opportunity is created (Executado quando uma Oportunidade for criada.
Trigger
Polling
Try It
Opportunities Won (Oportunidades Ganhas)
Triggers when a Opportunity is set as won (Executa quando uma Oportunidade entrar na Etapa ganha).
Trigger
Polling
Try It
- Tipo de TarefaRequired
- HorárioRequired
- Descrição
- ResponsávelRequired
- Organização NomeRequired
- Organização Telefone
- Organização CNPJ
- Organização Endereço
- Pessoa (da Organização) Nome
- Pessoa E-mail
- Pessoa Telefone
- Pessoa Endereço
Action
Write
- CampanhaRequired
Action
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 Ramper Pipeline

Ramper Pipeline helps teams manage leads and accelerate closure simply and intelligently.

Related categories

Sales & CRM

Similar apps

Zapier Interfaces

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

Clio + Ramper Pipeline

Create web leads in Ramper Pipeline from new activities in Clio

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

Person Created (Pessoa Adicionada)

Opportunities by Stage (Oportunidades Por Etapa)

Opportunities Lost (Oportunidades Perdidas)

Web Leads Created (Web Leads Criadas)

Create Task Person (Adicionar Tarefa - Pessoa)

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

My Tasks Created (Minhas Tarefas Adicionadas)

Opportunities Created (Oportunidades Criadas)

Opportunities Won (Oportunidades Ganhas)

Create Task Organization (Adicionar Tarefa - Organização)

Create Web Lead (Adicionar Web Lead)

About Clio

Related categories

Similar apps

Zapier Interfaces

About Ramper Pipeline

Related categories

Similar apps

Zapier Interfaces