Connect Cling to Clio and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect Cling to Clio with a Zapier template.

Our most popular template

Create Cling clients from new Clio activities to streamline client management
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Cling + Clio

Create Cling clients from new Clio activities to streamline client management

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Cling + Clio

How Zapier works

Zapier makes it easy to integrate Cling with Clio - no code necessary. See how you can get setup in minutes.

Select a trigger from Cling

A trigger is an event that starts your Zap and runs the workflow. For example, with Cling, a trigger could be "Document Accepted."

A trigger is the event that kicks off your automated workflow.

Setup an action from Clio

An action is what takes place after the automation is triggered. For example, with Clio, the action could be "Assign Task Template List."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cling to Clio

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect Cling 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Cling 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.

Choose a Trigger

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Choose an Action

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.

Document Accepted
Triggers when a document changes status to accepted.
Trigger
Instant
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Document Expired
Triggers when a document changes status to expired.
Trigger
Instant
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Document Viewed
Triggers when a client views the document for the first time.
Trigger
Instant
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- Client type
- Client name
  Required
- Client socialSecurityNumber / organisationNumber
- Client reference
- Client email
- Client cellphone
- Client cellphone region
- Client street
- Client zip
- Client city
- Client reverse VAT
- Client note
Action
Write
- Document ID
  Required
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Scheduled
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Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
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- Clio Contact ID #
  Required
- Client name
  Required
- Email Address
- Client street
- Client city
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Contact Type
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Client note
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- 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?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Client street
- Client city
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Description
- Client note
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter ID
  Required
- Client
  Required
- 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?
Action
Write
- Document
  Required
- Matter
Action
Write
- Invoice_number
- Matter ID
  Required
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client email
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client name
  Required
- Email Address
- Client street
- Client city
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Client street
- Client city
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

Document Denied
Triggers when a document changes status to denied.
Trigger
Instant
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Document Sent
Triggers when a document changes status to sent.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Instant
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- Document name
  Required
- Template ID
  Required
- Client ID
  Required
Action
Write
New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Scheduled
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- Event
  Required
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write
- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Client name
  Required
- Email Address
- Client street
- Client city
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Client name
  Required
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Date
  Required
Action
Write
- Client name
  Required
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Email Address
- Client street
- Client city
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Client name
  Required
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- 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?
Action
Search or write

About Cling

Cling is a mini CRM that helps you win more deals by sending outstanding proposals and get paid faster!

Help

Related categories

Proposal & Invoice Management

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Connect Cling to Clio and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Create Cling clients from new Clio activities to streamline client management

Create Cling clients from new Clio activities to streamline client management

How Zapier works

Select a trigger from Cling

Setup an action from Clio

That’s it! You just connected Cling to Clio

Connect Cling and Clio to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Cling and Clio to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}Cling to Clio and automate any workflow

Create your first workflow

Create Cling clients from new Clio activities to streamline client management

Create Cling clients from new Clio activities to streamline client management

How Zapier works

Select a trigger from Cling

Setup an action from Clio

That’s it! You just connected Cling to Clio

Connect Cling and Clio to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect Cling and Clio to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect Cling to Clio and automate any workflow