Connect Simplicate to Clio and automate any workflow
![Simplicate](https://zapier-images.imgix.net/storage/services/0b32be67b144eb6fd1a1d7fce4d8e8dd.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Simplicate](https://zapier-images.imgix.net/storage/services/0b32be67b144eb6fd1a1d7fce4d8e8dd.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.
Create your first workflow
Quickly connect Simplicate to Clio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Simplicate with Clio - no code necessary. See how you can get setup in minutes.
Select a trigger from Simplicate
![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 Simplicate 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 Simplicate 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 Simplicate 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.
- Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Quotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project IDRequired
- Amount
- Price
- Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
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.- NameRequired
- Email Address
- Street
- City
- Province
- Zip 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.- 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.- 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.- IDRequired
- Prefix
- First NameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Zip 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
- 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
- Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Sales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - NameRequired
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Sales IDRequired
- Default Service IDRequired
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Project Number
- Company IDRequired
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Posted byRequired
- Company IDRequired
- Employee ID
- Person ID
- Sales IDRequired
- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- First NameRequired
- Initials
- Family Name Preposition
- Family NameRequired
- GenderRequired
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- SubjectRequired
- Company IDRequired
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
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- IDRequired
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. - IDRequired
- NameRequired
- Email Address
- Street
- City
- Province
- Zip 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
- Note
- 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
- Zip 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
- Note
- 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
- NameRequired
- Email Address
- Street
- City
- Province
- Zip 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
- Zip 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