Clio and Zapier connect to automate legal workflows. You can trigger actions when new matters or contacts are created and create tasks or calendar entries.
Prerequisites
To use the Clio app on Zapier, you must have:
- A Clio Manage account.
- Any Clio Manage plan.
Connect Clio to Zapier
To create an app connection to Clio on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Clio.
- Click Add connection.
- A new browser tab or window will open.
- Log into Clio to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Clio account is now successfully connected to Zapier.
About Clio's app
Triggers, searches, and actions
Triggers
- New Activity - Triggers when a new activity is created. (Instant)
- Bill State Updated - Triggers when the state of a bill has changed. (Instant)
- New Communication - Triggers when a new communication is created. (Instant)
- New Document - Triggers when a new document is created. (Polling)
- Matter Status Updated - Triggers when the status of a matter has changed. (Instant)
- New Task - Triggers when a new task is created. (Instant)
- New Bill - Triggers when a new bill is created. (Instant)
- New Calendar Entry - Triggers when a new calendar entry is created. (Instant)
- New Contact - Triggers when a new contact is created. (Instant)
- New Matter - Triggers when a new matter is created. (Instant)
- New Matter Note - Triggers when a new matter note is created. (Polling)
- Task Status Updated - Triggers when the status of a task has changed. (Instant)
Searches
- Find Company Contact - Find a company contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
- Find Matter - Find a matter by number, display number, description, or client name.
- Find Matter by Custom Field - Find newest matter by custom field.
- Find User - Find a user by name.
- Find or Create a Matter - Find or Create a Matter
- Find Bill - Finds a Bill by Client ID, Matter ID or Invoice number.
- Find Contact by Custom Field - Find newest contact by custom field.
- Find Newest Matter by Client Email - Find newest matter by client email.
- Find Person Contact - Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
- Find or Create Company Contact - Find or Create Company Contact
Actions
- Assign Task Template List - Assign a Task Template List.
- Create Calendar Entry - Creates a new calendar entry.
- Create Company Contact - Creates a company contact.
- Create Matter Folder - Creates a new folder in a matter.
- Create Matter Note - Creates a new matter note.
- Create Task - Creates a new task.
- Update Person Contact - Updates an existing person contact.
- Update Task - Updates a task.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Update Company Contact - Updates an existing company contact.
- Create Communication - Creates a new communication.
- Create Expense Entry (Activity) - Creates a new expense entry.
- Create Matter - Creates a new matter.
- Create Person Contact - Creates a person contact.
- Create Time Entry (Activity) - Creates a new time entry.
- Update Matter - Update an existing matter.
- Upload Document to Matter - Upload document to matter.
Limitations
- Only compatible with Clio Manage. The Zapier integration does not support Clio Grow accounts.
- Zaps are firm-wide, meaning if one user creates and turns on a Zap, it will run for all users on the Clio account when the trigger event occurs. You can use filters to specify which events it runs on.
- API rate limits of 50 requests per minute during peak usage hours, with increased limits during off-peak hours.
Templates
View all of Clio's templates.
Use cases
- How legal teams and law firms can be more efficient with automation
- New for Our Clio Integration: 12+ New Triggers, Searches, and Actions