Connect Onboard.io to Clio and automate any workflow
![Onboard.io](https://zapier-images.imgix.net/storage/services/40c983420fc6b53a6b1dd69ca5317f40.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Onboard.io](https://zapier-images.imgix.net/storage/services/40c983420fc6b53a6b1dd69ca5317f40.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Clio](https://zapier-images.imgix.net/storage/services/4272c5e2ab94f0fe57fc3623f2940ad8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Clio](https://zapier-images.imgix.net/storage/services/4272c5e2ab94f0fe57fc3623f2940ad8.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
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 Onboard.io with Clio - no code necessary. See how you can get setup in minutes.
Select a trigger from Onboard.io
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Clio
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Onboard.io to Clio
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Onboard.io 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
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Onboard.io 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.
- New Map
Triggers when a new Map is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Customer
Triggers when a new onboardee customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Team Member
Triggers when a new Team Member is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Map IDRequired
- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MessageRequired
- Task IDRequired
- Mention
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team MemberRequired
- First NameRequired
- Last NameRequired
- Account TypeRequired
- RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Task Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Team MemberRequired
- Assign Tasks
- Assign to Roles
- Assign to Roles (Name)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Company NameRequired
- Status
- OwnerRequired
- Target Launch Date
- Notes
- External ID
- Automatically adjust task due dates according to the new target launch date?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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.- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Company Website
- Phone Number
- Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- 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.- Company NameRequired
- 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.- Map
- Prefix
- First NameRequired
- Middle name
- Last NameRequired
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Company 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
- Company NameRequired
- 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.- Api_docs_info
- 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
- Form Submitted
Triggers when a new form is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Discussion Message
Triggers when a new message is posted in the discussion of a Task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Map ID (Optional)
- Event Type (optional)
- Task Name
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Company NameRequired
- Company Website
- External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- CustomerRequired
- Target Launch Date
- OwnerRequired
- Variable Options
- Variable Options (string)
- Notes
- External ID
- Map Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Description
- Internal?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
- Type
- Required
- Variable Options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map IDRequired
- Company NameRequired
- Description
- External ID
- Due Date
- Onboardee User ID
- Onboarder User ID
- Estimated Time
- Estimated Time Unit
- Internal?
- Is Optional
- Forms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Map Task IDRequired
- Status
- Assignee Email
- External ID
- Time Spent
- Time Spent Unit
- Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Team Member EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- Variable Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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. - Map
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Company 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
- 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
- Company 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 - Team MemberRequired
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
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Company 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
- Company 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