Agendor + Clio
Create or update Agendor organizations when new contacts are added in Clio
Effortlessly manage your contacts between Clio and Agendor with this seamless workflow. When a new contact is added in Clio, this automation will create or update the corresponding organization in Agendor, keeping your client data up to date and organized. Maintain consistency across platforms and free up time to focus on more important tasks.
Effortlessly manage your contacts between Clio and Agendor with this seamless workflow. When a new contact is added in Clio, this automation will create or update the corresponding organization in Agendor, keeping your client data up to date and organized. Maintain consistency across platforms and free up time to focus on more important tasks.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update OrganizationCreates or updates an Organization (Empresa).
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Relates to (Relaciona-se a)Required
Text (Texto)Required
Author (Criador)Required
Due Date (Data de Agendamento)
Assigned Users (Usuários Responsáveis)
Finished? (Finalizada?)
Metrics (Métricas)
Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal Status (Status do Negócio)Required
End Time (Data de Conclusão)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name (Nome)
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name (Nome)Required
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Cnpj
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle (Título)Required
Organization (Empresa)
Person (Pessoa)
Deal Status (Status do Negócio)
Description (Descrição)
Products (Produtos)
Ranking
Start Time (Data de Início)
End Time (Data de Conclusão)
Owner User (Usuário Responsável)
Funnel (Funil)
Value (Valor)
Author (Criador)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName (Nome)Required
CPF
Email
Role (Cargo)
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Value (Valor)
Description (Descrição)
Start Time (Data de Início)
Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
EmailRequired
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title (Título)
Organization (Empresa)
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Cpf
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName (Nome)Required
CNPJ
Email
Legal Name (Razão Social)
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (País)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Agendor
Related categories
