Clio + Zapier Tables

Create new Clio contacts from new records in Zapier Tables

Create new contacts efficiently with this workflow. Whenever a new record appears in your Zapier Tables, it instantly adds a new person contact in your Clio platform. This saves you time from manual data entry and provides seamless information transfer between the two platforms. Ideal for legal practitioners who require an efficient system in managing client information.

Create new contacts efficiently with this workflow. Whenever a new record appears in your Zapier Tables, it instantly adds a new person contact in your Clio platform. This saves you time from manual data entry and provides seamless information transfer between the two platforms. Ideal for legal practitioners who require an efficient system in managing client information.

  1. When this happens...
    Zapier TablesZapier Tables
    New Record

    Triggers when a new record is added to a table.

    TriggerInstant
  2. automatically do this!
    ClioClio
    Create Person Contact

    Creates a person contact.

    ActionWrite
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Supported triggers and actions

    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • FieldRequired

    • Summary FormulaRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Calculate FieldRequired

    • Aggregate FunctionRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Record IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
clio logo
clio logo

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier