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Clio
Clio
1. Choose trigger event
Motion
Motion
2. Choose action
1. Select the event
Setup
Test
Clio
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 Project" in Motion.
You’re connected!
Zapier seamlessly connects Clio and Motion, 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.
Create a new record or update an existing record in your app.
Matter
Date of Communication
Subject
Required
Body
Required
Type of Communication
Required
Type of Recipient
Type of Sender
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Matter
Required
Document Template
Required
Document Name
Required
Generate PDF
Generate Original Format
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Matter
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Subject
Required
Note Detail
Required
Matter
Required
Date
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Description
Required
Type of Assignee
Required
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task ID
Required
Name
Description
Type of Assignee
Required
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Type
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Find Matter by Custom Field
Find newest matter by custom field.
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Value
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Workspace ID
Required
Project Name
Required
Description
Due Date
Priority
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Workspace ID
Required
Task Name
Task Description
Due Date
Task Duration (minutes)
Task Status
Start Date
Deadline Type
Schedule
Priority
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Clio and Motion with AI agents and code
Beyond Zap workflows. Call Clio and Motion actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Clio and Motion actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Assign Task Template List
Create Project
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Clio and Motion
Sync tasks from legal matters to Motion
When a new task is created in Clio, Zapier automatically creates a corresponding task in Motion. This helps business owners streamline task management across platforms, ensuring tasks related to legal matters are effectively prioritized and tracked in one central system.
Whenever the status of a Clio task changes, Zapier updates the task status in Motion. This allows data scientists to monitor task flow and gather actionable insights into operational efficiencies, helping to identify process bottlenecks and improve workflows.
Schedule Motion tasks for new Clio calendar entries
When you add a new calendar entry in Clio, Zapier creates a related task in Motion. This ensures that project managers never miss a deadline for legal matters and can manage their schedules more effectively using Motion's AI-based optimization capabilities.
Level up your Clio to Motion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Clio + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Motion
How do I connect Clio with Motion for automated workflows?
To connect Clio with Motion, you'll need to use our integration platform. First, sign into both accounts and authorize the integration to access your data. Then, head to our dashboard and start creating 'Zaps' by selecting Clio as your trigger app and Motion as your action app.
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.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Motion
Motion uses artificial intelligence to optimize your and your team’s day. It automatically prioritizes tasks, schedules meetings & resolves calendar conflicts.
