Connect BoondManager to Clio and automate any workflow
![BoondManager](https://zapier-images.imgix.net/storage/developer_cli/b220812901d915e551892a54b9d5635a.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![BoondManager](https://zapier-images.imgix.net/storage/developer_cli/b220812901d915e551892a54b9d5635a.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Clio](https://zapier-images.imgix.net/storage/services/4272c5e2ab94f0fe57fc3623f2940ad8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Clio](https://zapier-images.imgix.net/storage/services/4272c5e2ab94f0fe57fc3623f2940ad8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Create your first workflow
Quickly connect BoondManager to Clio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BoondManager with Clio - no code necessary. See how you can get setup in minutes.
Select a trigger from BoondManager
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Clio
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected BoondManager to Clio
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect BoondManager and Clio to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect BoondManager and Clio to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate idRequired
- Action typeOfRequired
- Action text
- Start dateRequired
- Id responsable action
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact id
- Contact Company id
- TitleRequired
- Description
- Criteria
- Reference
- State
- Type of
- Origine TypeOf
- Origin detail
- Expertise area
- Activity areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start dateRequired
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent IDRequired
- Parent typeRequired
- File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company idRequired
- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity idRequired
- TitleRequired
- Description
- Criteria
- Reference
- State
- Type of
- Origine TypeOf
- Origin detail
- Expertise area
- Activity areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start dateRequired
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate idRequired
- Company Name
- NameRequired
- State
- Website
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origine TypeOf
- Origin detail
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
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- Contacts email array
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
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 plan - Task Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate idRequired
- 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.- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Contact Type
- 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
- 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.- 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.- Description
- Description
- DateRequired
- Quantity
- Price
- Matter
- Matter Note
- User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Matter IDRequired
- ClientRequired
- Client Reference
- 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
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice_number
- Matter IDRequired
- Client_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Client EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- 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 found- Search 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 found
- Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Candidate idRequired
- Action typeOfRequired
- Action text
- Start dateRequired
- Id responsable action
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Origine TypeOf
- Origin detail
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Civility
- First NameRequired
- Last NameRequired
- Type of
- TitleRequired
- State
- Email
- Email2
- Email3
- Phone
- Phone2
- Phone3
- Address
- Postcode
- town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate IdRequired
- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact id
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Resource idRequired
- Civility
- First NameRequired
- Last NameRequired
- Type of
- TitleRequired
- State
- Email
- Email2
- Email3
- Phone
- Phone2
- Phone3
- Address
- Postcode
- town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Candidate idRequired
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Candidate email
- First nameRequired
- Last nameRequired
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Origine TypeOf
- Origin detail
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
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- Contact Email
- Company idRequired
- Civility
- First NameRequired
- Last NameRequired
- State
- Email
- Phone
- Fax
- Address
- Postcode
- town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
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 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 plan - New 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.- 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
- Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Note DetailRequired
- Matter
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- 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.- Candidate idRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- 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
- NameRequired
- Description
- Type of AssigneeRequired
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- BodyRequired
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 app- Search Type
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- 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.Search or writeFind existing data in your app, or create a new record if no data is found