Integrate Clio with Gmail to automate your work

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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

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

Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."

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

Setup an action from Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."

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

That’s it! You just connected Clio to Gmail

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Clio to Gmail with a Zapier template.

Our most popular template

Create Gmail labels from new Clio matters
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Clio + Gmail
Create Gmail labels for new matters in Clio
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Clio + Gmail
Create new Clio communications from labeled Gmail emails
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Gmail + Clio
Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail
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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail
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Clio + Woodpecker + Box + 1 more
Create Gmail drafts when matter statuses are updated in Clio
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Clio + Gmail

Create Gmail labels from new Clio matters

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Clio + Gmail

Create Gmail labels for new matters in Clio

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Clio + Gmail

Create new Clio communications from labeled Gmail emails

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Gmail + Clio

Create person contacts in Clio with details extracted by CandidateZip from new attached files in Gmail

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Gmail + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Populate Woodpecker templates for new Clio tasks, save templates to Box, and send emails via Gmail

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Clio + Woodpecker + Box + 1 more

Create Gmail drafts when matter statuses are updated in Clio

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Clio + Gmail

Send emails in Gmail for new communications in Clio
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Clio + Gmail
Create and send Gmail emails for new Clio matters
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Clio + Gmail

Make work flow with AI

Level up your Clio to Gmail integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Clio + Gmail integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Gmail

How do I connect Clio to Gmail?

Connecting Clio to Gmail involves using a third-party service like Zapier. We offer specific triggers and actions such as creating a new task in Clio when an email is received in Gmail.

What triggers are available when integrating Clio with Gmail?

We provide triggers such as receiving a new email in Gmail or matching a specific search query, which can then initiate actions in Clio, like creating a new matter.

Can I automatically save email attachments from Gmail to Clio?

Yes, you can set up an integration where email attachments received in Gmail are automatically saved to specific matters in Clio.

Is it possible to create contacts in Clio from Gmail emails?

Absolutely, by configuring the integration, you can create or update contacts in Clio whenever you receive an email from a new contact in Gmail.

What actions can be performed in Clio from a trigger in Gmail?

You can perform several actions such as creating tasks, adding notes to matters, or updating contact information when triggered by events in Gmail.

Do I need coding skills to integrate Clio with Gmail using your services?

No coding skills are needed. Our platform provides an intuitive interface for setting up integrations between Clio and Gmail through simple configuration of triggers and actions.

How secure is the integration between Clio and Gmail?

We prioritize security and ensure that all data transferred between Clio and Gmail is encrypted. Proper authentication mechanisms are also used throughout the integration process.

Connect Clio and Gmail 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Clio and Gmail 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

Start here

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.

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
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Company Name
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Date
  Required
Action
Write
- Company Name
- 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
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- 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
- Label or mailbox
- Search Value
  Required
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Search Value
  Required
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Label or mailbox
- Attachments
Action
Write
- Search Value
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or 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
Try It
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
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- 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
- Description
- 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
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Description
- Description
- 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
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
- Email Address
- Street
- 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
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Company Name
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Search Value
  Required
Action
Search

Learn how to automate Clio on the Zapier blog

Learn how to automate Gmail on the Zapier blog

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.

Learn more

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CRM (Customer Relationship Management)

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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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Integrate Clio with Gmail to automate your work

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