Connect Clio and Google Sheets to unlock the power of automation

Assign a Task Template List.

Creates a company contact.

Creates a new folder in a matter.

Creates a new matter note.

Creates a new task.

Updates an existing person contact.

Updates a task.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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 a matter by number, display number, description, or client name.

Find a user by name.

Find or Create a Matter

Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.

Triggers when a new spreadsheet is created.

Triggers when a new row is added or modified in a spreadsheet.

Create a new column in a specific spreadsheet.

Create one or more new rows in a specific spreadsheet (with line item support).

Creates a new spreadsheet. Choose from a blank spreadsheet, a copy of an existing one, or one with headers.

Clears the contents of the selected row(s) while keeping the row(s) intact in the spreadsheet.

Format a row in a specific spreadsheet.

Update one or more rows in a specific spreadsheet (with line item support).

Find up to 500 rows based on a column and value as line items.

Return up to 500 rows as a single JSON value or as line items.

Finds or creates a specific find worksheet.

Updates an existing company contact.

Creates a new expense entry.

Creates a new matter.

Creates a person contact.

Creates a new time entry.

Update an existing matter.

Upload document to matter.

Finds a Bill by Client ID, Matter ID or Invoice number.

Find newest matter by client email.

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 or Create Company Contact

Find or Create Person Contact

Triggers when a new row is added to the bottom of a spreadsheet.

Triggers when a new row is added or modified in a spreadsheet - works best with Team Drives.

Triggers when a worksheet is created in a spreadsheet.

Create a new row in a specific spreadsheet.

Creates a new worksheet by copying an existing worksheet.

Creates a new worksheet in a Google Sheet.

Deletes the selected row(s) from the spreadsheet. This action removes the row(s) and all associated data.

Update a row in a specific spreadsheet.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a worksheet by title.

Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.

Finds or creates a specific lookup row.