Integrate Moskit with Clio to automate your work
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Moskit with Clio - no code necessary. See how you can get setup in minutes.
Select a trigger from Moskit
Setup an action from Clio
That’s it! You just connected Moskit to Clio
Set up your first integration
Quickly connect Moskit to Clio with a Zapier template.
Our most popular template
Connect Moskit 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
Connect Moskit 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.
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.
- Activity Completion Attemp
Triggers when activity is try.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Completed
Triggers when a new activity is done.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Updated
Triggers when a new activity is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Responsible Changed
Triggers when company responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact Created
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Updated
Triggers when a new contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Lost
Triggers when a deal is lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Responsible Changed
Triggers when a deal responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Updated
Triggers when a deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Archived
Triggers when a project is archived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Responsible Changed
Triggers when the responsible project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Unarchived
Triggers when a project is unarchived.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Activity
Create new Activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Activity Responsible
Change responsible of activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Company
Creates a new company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Company Responsible
Change responsible of Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Contact Responsible
Change the responsible of Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Deal
Create a new Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Deal Note
Create note in deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Deal Stage
Change stage of the Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Won Deal
Won Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Product to Deal
Links a new product to a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Archive Project
Archive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Project Note
Add note in Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Project Step
Change step of project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Project
Update a project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Email
- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- 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
- Name
- 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- ID
- Name
- Sku
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.- ID
- 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
- New Activity Created
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Responsible Changed
Triggers when activity responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company Created
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Updated
Triggers when a new company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Responsible Changed
Triggers when contact responsible is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Reopened
Triggers when a deal status is open.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Stage Changed
Triggers when a deal stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Deal Won
Triggers when a deal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project Created
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Step Changed
Triggers when the step project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Project Updated
Triggers when a project is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Complete Activity
Done activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Activity
Update a activity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Company Note
Add note in Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Company
Update a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add Contact Note
Add note in Contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Contact
Action to update a contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Lose Deal
Lost Deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Deal Responsible
Change responsible of deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Deal
Update a deal.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Product
Create a new Product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Update Product
Update a product.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Project
Create a new Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Change Project Responsible
Change responsible of Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Unarchive Project
Unarchive a Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Name
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Name
- Sku
ActionThis is an event a Zap performs.SearchFind existing data in your app- Name
- Email
- ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Email
- Name
- 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- Name
- 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- Name
- 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- 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. - ID
- 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 - Client EmailRequired
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