Salesflare Salesflare Integrations

Clio and Salesflare

CRM (Customer Relationship Management) goclio.com ↗

How to connect Clio

What you can automate

  • When new Contact in Clio, find or create contact in Salesflare.
  • When new Matter Note in Clio, create internal note in Salesflare.
  • When new Task in Clio, create task in Salesflare.
  • When task Status Updated in Clio, create task in Salesflare.
  • When new Account in Salesflare, create Company Contact in Clio.
  • When new Task in Salesflare, create Task in Clio.

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.

Clio operations on Zapier

Triggers (12)

Start a workflow when this happens

  • Bill State Updated — Triggers when the state of a bill has changed.
  • Matter Status Updated — Triggers when the status of a matter has changed.
  • New Activity — Triggers when a new activity is created.
  • New Bill — Triggers when a new bill is created.
  • New Calendar Entry — Triggers when a new calendar entry is created.
Show 7 more triggers
  • New Communication — Triggers when a new communication is created.
  • New Contact — Triggers when a new contact is created.
  • New Document — Triggers when a new document is created.
  • New Matter — Triggers when a new matter is created.
  • New Matter Note — Triggers when a new matter note is created.
  • New Task — Triggers when a new task is created.
  • Task Status Updated — Triggers when the status of a task has changed.

Actions (21)

Things Salesflare can make it do

  • API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
  • Assign Task Template List — Assign a Task Template List.
  • Create Calendar Entry — Creates a new calendar entry.
  • Create Communication — Creates a new communication.
  • Create Company Contact — Creates a company contact.
Show 16 more actions
  • Create Document From Template — Generate a document from a document template and attach it to a matter.
  • Create Expense Entry (Activity) — Creates a new expense entry.
  • Create Matter — Creates a new matter.
  • Create Matter Folder — Creates a new folder in a matter.
  • Create Matter Note — Creates a new matter note.
  • Create Person Contact — Creates a person contact.
  • Create Task — Creates a new task.
  • Create Time Entry (Activity) — Creates a new time entry.
  • Find or Create Company Contact — Find or Create Company Contact
  • Find or Create Person Contact — Find or Create Person Contact
  • Find or Create a Matter — Find or Create a Matter
  • Update Company Contact — Updates an existing company contact.
  • Update Matter — Update an existing matter.
  • Update Person Contact — Updates an existing person contact.
  • Update Task — Updates a task.
  • Upload Document to Matter — Upload document to matter.

Searches (8)

Look up existing records

  • Find Bill — Finds a Bill by Client ID, Matter ID or Invoice number.
  • 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 Contact by Custom Field — Find newest contact by custom field.
  • Find Matter — Find a matter by number, display number, description, or client name.
  • Find Matter by Custom Field — Find newest matter by custom field.
Show 3 more searches
  • 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 User — Find a user by name.

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