Clio + Contacts+

Clio + Contacts+ integrations

Add new contacts to Contacts+ to create clients in Clio

Say goodbye to manually entering new business cards into Clio with this Zapier automation! When you snap a pic of a business card with the Contacts+ Card Reader app, a team of people—not computers—transcribes the card and adds a new contact to Clio.

When this happens...
New ContactTriggers when a contact is created or a business card is transcribed.
TriggerInstant
automatically do this!
Create Person ContactCreates a person contact.
ActionWrite

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More things you can do with Contacts+ and Clio

Discover other triggers and actions you can use with Contacts+ and Clio

- Team
- Tags
Trigger
Instant
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- Team
- Tags
Trigger
Instant
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- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Team
- Contact
  Required
- Tag(s) to Remove
  Required
Action
Write
- Contact
  Required
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Name
- Company
- Email
- Phone
- Team
Action
Search
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
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
- Event
  Required
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- 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

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Contact
  Required
- Team
- Notes
  Required
Action
Write
- Team
- Name
  Required
Action
Write
- Team
- Contact
  Required
- Tag(s)
  Required
Action
Write
- FullContact API Key
  Required
- Domain or Email
  Required
Action
Search
- FullContact API Key
  Required
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
Action
Search
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
- 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
- Non-Billable
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

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

About Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.

Learn moreLearn moreHelpHelp

Related categories

Contact Management

Similar apps

Google Contacts

Contact Management, Google

Interact

Forms & Surveys

Related Zap Templates

Create and update Contacts+ contacts from new Clio contacts

Add notes to Contacts+ contacts for new Clio activities