What Clio Triggers and Actions are Supported in Zapier?

Objective:

  • Clio Triggers available in Zapier
  • Clio Actions available in Zapier
  • Clio Searches available in Zapier

Environment:

  • Clio Web App
  • Zapier

Additional Information:

Please go here for more details: https://zapier.com/apps/clio/integrations

Answer:

 Triggers. You can now start a Zap when:

  • A Document is created in Clio

  • A Matter Note is created in Clio

  • A Bill’s State is updated in Clio

  • A Task’s Status is updated in Clio

  • A Matter’s Status is updated in Clio

 

 Actions. You can now use Zapier to automatically:

  • Update a Person Contact in Clio

  • Update a Company Contact in Clio

  • Update a Task in Clio

  • Update a Matter in Clio

  • Create a Matter Folder in Clio

  • Assign a Task Template List in Clio


Searches. You can now use Zapier to retrieve a User from Clio and reference data associated with that User in a subsequent Action.

 

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