Objective:
- Clio Triggers available in Zapier
- Clio Actions available in Zapier
- Clio Searches available in Zapier
Environment:
- Clio Manage
- Zapier
Additional Information:
Please go here for more details: https://zapier.com/apps/clio/integrations
Answer:
Triggers. You can now start a Zap when:
Documents Triggers:
- A Document is created in Clio
Matter Triggers:
- A Matter is created in Clio
- A Matter’s Status is updated in Clio
- A Matter Note is created in Clio
Billing Triggers:
- A new Bill is created in Clio
- A Bill’s State is updated in Clio
Task Triggers:
- A new Task is created in Clio
- A Task’s Status is updated in Clio
Calendar Triggers:
- A new Calendar entry is created in Clio
Contact Triggers:
- A new Contact is created in Clio
Communication Triggers:
- A new Communication is created in Clio
Activity Triggers:
- A new Activity is created in Clio
Actions. You can now use Zapier to automatically:
Contact Actions:
- Create a new Person Contact in Clio
- Update a Person Contact in Clio
- Create a new Company Contact in Clio
- Update a Company Contact in Clio
Task Actions:
- Create a new Task in Clio
- Update a Task in Clio
- Assign a Task Template List in Clio
Matter Actions:
- Create a new Matter in Clio
- Update a Matter in Clio
- Create a Matter Note in Clio
- Create a Matter Folder in Clio
- Upload Document to Matter in Clio
Communication Actions:
- Create new Communication in Clio
Activity Actions:
- Create Expense Entry in Clio
- Create Time Entry in Clio
Calendar Actions:
- Create new Calendar Entry in Clio
SEARCH ACTIONS:
- Find Matter
- Find User
- Find Company Contact
- Find Person
Searches. You can now use Zapier to retrieve a User from Clio and reference data associated with that User in a subsequent Action.