Clio + Divorcepath

Clio + Divorcepath integrations

Create new Divorcepath clients from new Clio contacts

Take the hassle out of managing your legal clients with this Clio-Divorcepath integration. As soon as you add a new contact in Clio, the workflow will swiftly create a client profile in Divorcepath. This seamless process not only saves valuable time but also ensures you have up-to-date client information at your fingertips when you need it.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client in your organization.
ActionWrite

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More things you can do with Clio and Divorcepath

Discover other triggers and actions you can use with Clio and Divorcepath

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
Try It
- Event
  Required
Trigger
Instant
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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
Calculation Created
Triggers when calculation created.
Trigger
Instant
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Calculation Updated
Triggers when calculation get updates.
Trigger
Instant
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Client Deleted
Triggers when client deleted.
Trigger
Instant
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Document Created
Triggers when document created.
Trigger
Instant
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Document Updated
Triggers when document get updates.
Trigger
Instant
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User Deleted
Triggers when organization member removed.
Trigger
Instant
Try It
- Type
  Required
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email
- Phone
- Birth Date
- Ex First Name
- Ex Middle Name
- Ex Last Name
- Ex Email
- Ex Phone
- Ex Birth Date
- Street 1
- Street 2
- City
- Postal
- Residence
- Country
- Ex Street 1
- Ex Street 2
- Ex City
- Ex Postal
- Ex Residence
- Ex Country
Action
Write
- Province
  Required
Action
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
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
Calculation Deleted
Triggers when calculation deleted.
Trigger
Instant
Try It
Client Created
Triggers when client created.
Trigger
Instant
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Client Updated
Triggers when client get updates.
Trigger
Instant
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Document Deleted
Triggers when document deleted.
Trigger
Instant
Try It
User Created
Triggers when organization member added.
Trigger
Instant
Try It
User Updated
Triggers when organization member get updates.
Trigger
Instant
Try It
- First Name
- Middle Name
- Last Name
- Email
- Phone
- Birth Date
- Ex First Name
- Ex Middle Name
- Ex Last Name
- Ex Email
- Ex Phone
- Ex Birth Date
- Street 1
- Street 2
- City
- Postal
- Residence
- Country
- Ex Street 1
- Ex Street 2
- Ex City
- Ex Postal
- Ex Residence
- Ex Country
Action
Write
- Name
- Category
- Jurisdiction
- Type
Action
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.

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About Divorcepath

Divorcepath Pro Tools powers family law practices across Canada. Calculate support, create court forms & documents, manage client intake and grow your practice.

HelpHelp

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Create new Divorcepath clients from new matters in Clio

Related Zap Templates

Create new Divorcepath clients from new matters in Clio