Clio Integrations

Name: Zapier
Availability: InStock

Put Clio to work with AI and enterprise-grade automation

Automate smarter with Clio and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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8,000+ apps, 450+ AI tools
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monday.com

Project Management

Jotform

Forms & Surveys

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Dropbox

File Management & Storage

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Acuity Scheduling

Scheduling & Booking

Google Forms (Legacy)

Forms & Surveys, Google

monday.com

Project Management

Jotform

Forms & Surveys

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Dropbox

File Management & Storage

Gmail

Email, Google

monday.com

Project Management

Jotform

Forms & Surveys

RingCentral

Phone & SMS

Microsoft Outlook

Calendar, Email, Microsoft

Dropbox

File Management & Storage

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

Acuity Scheduling

Scheduling & Booking

Google Forms (Legacy)

Forms & Surveys, Google

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Create Gmail labels from new Clio matters
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Clio + Gmail
Add new Clio contacts to Mailchimp lists
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Clio + Mailchimp
Turn new Clio Matters into Google Contacts
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Clio + Google Contacts
Create Gmail labels for new matters in Clio
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Clio + Gmail
Add tags to Evernote with new Clio matters
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Clio + Evernote
Create new Clio matters for new Jotform submissions
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Jotform + Clio

Create Gmail labels from new Clio matters

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Clio + Gmail

Add new Clio contacts to Mailchimp lists

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Clio + Mailchimp

Turn new Clio Matters into Google Contacts

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Clio + Google Contacts

Create Gmail labels for new matters in Clio

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Clio + Gmail

Add tags to Evernote with new Clio matters

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Clio + Evernote

Create new Clio matters for new Jotform submissions

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Jotform + Clio

Send new Clio matters to Google Ads as offline conversions

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Clio + Google Ads

Create new RingCentral contacts from new Clio contacts

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Clio + RingCentral

Create contacts in Clio for new lead form entries in Google Ads

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Google Ads + Clio

Create new person contacts in Clio from new submissions in Jotform

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Jotform + Clio

Create projects in Motion for new matters in Clio

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Clio + Motion

Create new Clio communications from labeled Gmail emails

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Gmail + Clio

Send new Clio matters to Google Ads as offline conversions
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Clio + Google Ads
Create new RingCentral contacts from new Clio contacts
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Clio + RingCentral
Create contacts in Clio for new lead form entries in Google Ads
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Google Ads + Clio
Create new person contacts in Clio from new submissions in Jotform
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Jotform + Clio
Create projects in Motion for new matters in Clio
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Clio + Motion
Create new Clio communications from labeled Gmail emails
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Gmail + Clio

Clio integration details

Streamline your law firm's matter management with Clio and Zapier. Focus your efforts on connecting with clients while Zapier and Clio automatically track progress, manage billing, and analyze reports. Zapier will connect Clio to thousands of other apps so you can spend less time on administrative tasks and more time keeping your clients happy.

Connect Clio to 8,000+ apps

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
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- 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

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- 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

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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.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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

Clio Integrations

Put Clio to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow