Zapier makes it easy to integrate Clio with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
An action happens after the trigger—such as "Custom Request" in Webhooks by Zapier.
Zapier seamlessly connects Clio and Webhooks by Zapier, automating your workflow.
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.
Triggers when a new activity is created.
Triggers when the state of a bill has changed.
Triggers when a new communication is created.
Triggers when a new document is created.
Triggers when a new bill is created.
Triggers when a new calendar entry is created.
Triggers when a new matter is created.
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When a new contact is added in Clio, use Webhooks by Zapier to send the contact details to an external system. This ensures important client data is consistently updated across platforms without manual entry.
Business OwnerWhen an activity is created in Clio, use Webhooks by Zapier to trigger engineering-related workflows. This can streamline internal processes by keeping engineering teams informed of updates tied to cases or projects.
EngineeringWhen the status of a task in Clio is updated, use Webhooks by Zapier to log those changes to a project management system. This keeps everyone aligned with real-time task tracking.
Project Management
