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Connect ForceManager 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.
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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.
- Sales Order Updated
Triggers when a sales order is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Calendar Item Updated
Triggers when a calendar item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Sales Order
Triggers when a new sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ListRequired
- Description in SpanishRequired
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task or EventRequired
- Contact
- SubjectRequired
- Owner
- Start DateRequired
- End DateRequired
- Start HourRequired
- End HourRequired
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Type
- Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ReferenceRequired
- Owner
- Sales ProbabilityRequired
- Branch
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Task or EventRequired
- Contact
- SubjectRequired
- Owner
- Start DateRequired
- End DateRequired
- Start HourRequired
- End HourRequired
- Branch
- Account
- Opportunity
- All Day
- City
- Comment
- External ID
- Permission Level
- Read Only
- Reminder
- Send Notification
- Type
- Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- ReferenceRequired
- Owner
- Sales ProbabilityRequired
- Branch
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ListRequired
- Field NameRequired
- Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Help
ActionThis is an event a Zap performs.SearchFind existing data in your app- Help
ActionThis is an event a Zap performs.SearchFind existing data in your app- Help
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field NameRequired
- Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field NameRequired
- Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ListRequired
- Field NameRequired
- Field ValueRequired
- Description in SpanishRequired
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
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- Field NameRequired
- Field ValueRequired
- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
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- Email or PhoneRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
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- External IDRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
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- Field NameRequired
- Field ValueRequired
- ReferenceRequired
- Owner
- Sales ProbabilityRequired
- Branch
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
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.- Name
- 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.- Name
- 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.- Name
- 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.- Account 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
- Name
- 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.- 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
- Activity Updated
Triggers when an activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Account
Triggers when a new account is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Calendar Item
Triggers when a new calendar item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Account Updated
Triggers when an account is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Updated
Triggers when an opportunity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - StatusRequired
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- ReferenceRequired
- Number
- Sales Forecast Date
- Owner
- Total
- Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account
- Type
- Owner
- DateRequired
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- Account
- Type
- Owner
- DateRequired
- Contact
- Opportunity
- Check-in
- Check-in Type
- Checkout Date
- Comment
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ListRequired
- Account IDRequired
- Description in SpanishRequired
- Description in Brasilian Portuguese
- Description in German
- Description in Dutch
- Description in English
- Description in French
- Description in Italian
- Description in Portuguese
- Description in Russian
- Description in American English
- External ID
- ID Parent
- Order
- Str ID Environment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- StatusRequired
- Account
- Account Address
- Branch
- Contact
- Currency
- Closed Date
- Archived
- Blocked
- Comment
- Discount 1
- Discount 2
- Discount 3
- Discount 4
- External ID
- Internal Comment
- Main Sales Order
- Opportunity
- Rate
- Read Only
- ReferenceRequired
- Number
- Sales Forecast Date
- Owner
- Total
- Year
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Help
ActionThis is an event a Zap performs.SearchFind existing data in your app- Help
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name, Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field NameRequired
- Field ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity External IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name, Email or PhoneRequired
- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
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- External IDRequired
- Name
- Branch
- Owner
- Type
- Segment
- StatusRequired
- Vat Number
- Public
- Read Only
- Comment
- Phone
- Phone 2
- Phone 3
- Fax
- Email
- Website
- Address 1
- Address 2
- City
- Post Code
- Country
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- External ID
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- Field NameRequired
- Field ValueRequired
- First Name
- Last Name
- Account
- Gender
- Owner
- Type
- Address 1
- City
- Comment
- Country
- Email
- Email Address 2
- Email Address 3
- External ID
- Fax
- Linkedin
- Permission Level
- Phone Number 1
- Phone 2
- Post Code
- Read Only
- Region
- Skype
- Use Company Address
- Birthday
- Marketing Communications
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- ReferenceRequired
- Owner
- Sales ProbabilityRequired
- Branch
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
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- Opportunity External IdRequired
- ReferenceRequired
- Owner
- Sales ProbabilityRequired
- Branch
- StatusRequired
- Type
- Total
- Sales Forecast Date
- Closed Date
- Won Date
- Lost Date
- Account 1Required
- Account 2
- Account 3
- Comment
- Address 1
- Address 2
- City
- Post Code
- Region
- Country
- Currency
- External ID
- Geocoded
- Geocoding Accuracy
- Latitude
- Longitude
- Permission Level
- Read Only
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. - Account IDRequired
- Name
- 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
- Time
- 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 - Email
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
- Name
- 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