What isZapier? Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks.
With Zapier, you can create "Zaps" or connections between two or more applications that are made up of "Triggers" and "Actions", where an event in one application will automatically cause something to happen in any number of applications. This process will also allow you to build automation into a single application where it does not otherwise exist - even within Clio!
Zapier offers a variety of subscription levels including a FREE plan. For more information on the subscription levels available, click HERE.
Creating a "Zap" with Clio
Adding a Trigger Application
Adding a Action Application
Adding a Filter
Tips for Setting up your "Zaps"
Managing your "Zaps"
List of Clio "Triggers" and "Actions"
Sample Use Cases
Useful Links and Resources
To create a Zap, click on the "Make a Zap" button in the Zapier header or click on any of the "Make a New Zap" buttons in the dashboard.
In step 1 of the Zap, you will choose the Trigger application. In this example, we want a "New Email" received by Gmail to trigger Clio to create a new Person Contact, so we will select "Gmail" as the Trigger application.
Next, select the type trigger. We want this Zap to run when a new email is received, so we will select "New Email" from the Trigger list.
Once you have selected your Trigger, you will be required to connect your Gmail account (or other Trigger account) to Zapier. If you are already logged in to the Trigger application in another tab, you will only be required to authorize the connection.
For a Gmail Email Trigger, you will also be given the option to specify that the Trigger only run on new emails associated with a specific label. For this example, we will select the Inbox. To do so, click on the dropdown button at the right of the "Label/Mailbox" field, and select "INBOX".
Finally, you will be required to test your Trigger. For the Trigger test to work, you must already have at least one email in your Gmail Inbox. To run the test, click the "Fetch & Continue" button.
If the test is successful, you can continue on to add your Action application.
Adding an Action application is similar to adding the Trigger application. In this example, we want the "New Email" to create a new Person Contact in Clio, so we will select "Clio" as the Action application.
Next, select "Create Person" as the Clio Action type.
The list of available Trigger and Action types will be different for every application. You can find a list of Clio Triggers and Actions HERE.
Once you have selected your Action, you will be required to connect your Clio account (or other Action account) to Zapier. If you are already logged in to the Action application in another tab, you will only be required to authorize the connection.
Next, you will be required to match up fields of information between the Trigger and Action applications.
The list of Action fields will be determined by the Action application - in this case, Clio. Only fields with (required) need to be matched to information from the Trigger application. To select a Trigger field to be matched to the action, click the "Insert a Field" button at the right of the field.
In this example, we have matched the "Person's Name" field from Clio to the "From Name" in Gmail. We also matched the Clio "Email Address" field to the "From Email" in Gmail.
Once you have matched all relevant fields, you will be required to test your Action. For the Action test to work, you must already have some data in your Action application. Zapier will use this data to execute on the Action (in this example, creating a new Contact in Clio). To run the test, click the "Create & Continue" button.
Before completing your Zap, you have the option to create a filter for your Trigger. Filters are very important to ensure that Actions are only taking place exactly when you want them to. If you belong to a multi-user Clio account, be sure to create filters that as specific as possible for Zaps that you do not want to be triggered by other users of your Clio account.
To add a filter to your Zap, click on the button in the left sidebar between your Trigger and Action then click on the "Filter" button.
In this example, we only want Clio to create a new Person Contact when an email is submitted from the contact form on the firm’s website. Knowing that the subject line of emails coming from the website contact form is "Contact Form Submission", we need to create a filter that will only trigger Clio to create a new Person Contact when Gmail receives an email where the subject line contains "contact form submission".
In this example, if we do not set up a filter, then Clio would create a new Person Contact every time a new email is received in your Gmail account.
To set this up in the "Add a Filter" form:
- Select the Gmail "Subject" in the first field
- Select the qualifier "(Text) Contains" in the second field
- Then type "contact form submission" into the third field
When you click the "Continue" button, you will be given the expected results of the filter based on sample data taken from your Trigger application.
When you are finished setting up your Zap:
- Give your Zap a name
- Select a folder to house your Zap (if you are using folders)
- Turn your Zap on
Clio Actions that Look for a Matter Number
Some Clio Actions require or give the option to add a Matter. While these Actions work easily with Clio Triggers, you can also use other app Triggers that have fields where you are able to enter the Matter number manually. For example, you can create a Zap that allows you to email to a Matter Note as long as you map the email Subject line to the Matter field in the Trigger (and you enter the appropriate Matter number in the Subject of the email).
Using Custom Contact and Matter Fields
When using Zapier to create a new Contact or Matter, all of your Clio custom fields will be available to be matched to fields or information in the other application.
Modifying Dates on Task and Calendar Entry Actions
When creating a Clio Task or Calendar Entry you may want to modify the “event” or “due” date in the Action. To do so, first map the Due, Start at, or End at fields to an available date option (i.e. a created or updated date; as provided by your selected Trigger app), then add a date modifier. To add a number of days, use a plus sign. To go back a number of days, use a minus sign.
+7d – seven days after the date mapped in the field.
-7d – seven days before the date mapped in the field.
Mapping First and Last Name on a Create Person Action
When creating a new Person Contact in Clio, both a first and last name are required. When setting up a Create Person Action, you will only be provided with a single Name field. This field can accommodate both the first and last names. You can map the Name field to either a single Trigger field that contains both names, or you can map to separate fields for first name and last name if supported by the Trigger application.
Name formats that will be recognized are:
** With either format, the first and last names must be separated by a space.
Once you have created your Zap, you can manage it from the Dashboard.
Your Zaps will run automatically based on the intervals specified by your subscription level and the applications chosen in your Triggers and Actions. If you would like the Zap to stop running, click the "Off/On" toggle button. To open Zap options, click the down arrow button.
For Zaps that do not run instantly, you can force your Zap to run by clicking the "Run" option once the conditions of your Trigger have taken place.
|New Contact Added in Clio||Create Communication in Clio|
|New Task Created in Clio||Create/Update Company in Clio|
|New Activity Recorded in Clio||Create/Update Person in Clio|
|New Bill Generated in Clio||Create/Update Task in Clio|
|New Calendar Entry Added in Clio||Create Contact Note in Clio|
|New Communication Recorded in Clio||Create Matter Note in Clio|
|New Matter Added in Clio||Create Calendar Entry in Clio|
|New Document Created in Clio||Create Time Entry in Clio|
|New Matter Note Created in Clio||Create Expense Entry in Clio|
|Bill State Updated in Clio||Create/Update Matter in Clio|
|Task Status Updated in Clio||Create Matter Folder in Clio|
|Matter Status Updated in Clio||Assign a Task List in Clio|
Using Zapier and Google Forms to Create an Intake Form for Clio
Background: As a law firm, I want to send potential clients an online form that they can complete with their contact information and data related to their matter. I would then like that information to automatically create a Contact and Matter in Clio so that I don't have to enter that data manually.
Creating a new Person Contact in Clio from a Wufoo form
Background: As a law firm, I want to give potential clients visiting our website the ability to submit their contact information along with a request for services or legal advice. I would like to create a record of the request associated to a new client record.
Creating a new Contact Note in Clio from a conversation in LiveChat
Background: As a law firm, I want to give potential clients visiting our website the ability to chat with our team and create a record of the chat associated to the new potential client.
Creating a Project in Toggl from a new Matter in Clio
Background:As an attorney, I want my Matters in Clio to show as projects in Toggl to allow me to easily track my time.