Clio + Toggl Track

Create new Toggl Track clients from new matters in Clio

Manage your law practice effortlessly with this integrated process. When a new case appears in Clio, a corresponding client record is created in Toggl Track instantly. This allows you to seamlessly organize your client information, saving time on data entry, and enhancing your client management process.

When this happens...
New Matter
Triggers when a new matter is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client with provided name.
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
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Workspace
- Project
- Task
- Tags
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Write
- WorkspaceRequired
- ProjectRequired
- Task NameRequired
- Task Status
Action
Write
- OrganizationRequired
- WorkspaceRequired
- UserRequired
Action
Write
- WorkspaceRequired
- Time entryRequired
Action
Write
- WorkspaceRequired
- Project NameRequired
Action
Search
- WorkspaceRequired
- Task nameRequired
- Task status
Action
Search
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search or write
- WorkspaceRequired
- Tag NameRequired
Action
Search or write
- WorkspaceRequired
- Time entry description
- Before
- After
- StartRequired
- DurationRequired
- Billable
- Project
- Task
- Tags
- User
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
- WorkspaceRequired
Trigger
Polling
Try It
- WorkspaceRequired
Trigger
Polling
Try It
New Time Entry Started
Triggers when a new time entry is started and running.
Trigger
Polling
Try It
- WorkspaceRequired
- Client NameRequired
Action
Write
- WorkspaceRequired
- Tag NameRequired
Action
Write
- WorkspaceRequired
- StartRequired
- DurationRequired
- Time entry description
- Billable
- Project
- Task
- Tags
- User
Action
Write
- WorkspaceRequired
- StartRequired
- Time entry description
- Billable
- Project
- Task
- Tags
Action
Write
- WorkspaceRequired
- Client NameRequired
- Client Status
Action
Search
- WorkspaceRequired
- Tag NameRequired
Action
Search
- Workspace
- Description
- Before
- After
Action
Search
- WorkspaceRequired
- Project nameRequired
- Project template
- Is Project private?
- Is Project billable?
- Project Client
Action
Search or write
- WorkspaceRequired
- Task NameRequired
- Task Status
- ProjectRequired
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 Toggl Track

Toggl Track provides time tracking and productivity tools to help businesses move away from traditional work models towards flexible and remote work.

Related categories

Time Tracking Software

Related Zap Templates

Create Toggl Track projects from new Clio matters

Related Zap Templates

Create Toggl Track projects from new Clio matters

Clio + Toggl Track

Create new Toggl Track clients from new matters 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

New Client

New Tag

New Time Entry

New Workspace

Create Project

Create Task

Find User

Stop Time Entry

Find Project

Find Task

Find or Create Client

Find or Create a new Tag

Finds or creates a specific Time Entry.

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 Project

New Task

New Time Entry Started

Create Client

Create Tag

Create Time Entry

Start Time Entry

Find Client

Find Tag

Find Time Entry

Find or create a new Project

Find or Create Task

About Clio

Related categories

Similar apps

Zapier Interfaces

About Toggl Track

Related categories

Related Zap Templates

Related Zap Templates