Connect UpLaunch to Clio and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly connect UpLaunch to Clio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate UpLaunch with Clio - no code necessary. See how you can get setup in minutes.
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Choose a Trigger
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Choose an Action
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 Contact
Triggers when a new contact is created.
Try It - First_nameRequired
- Last_nameRequired
- EmailRequired
- JourneyRequired
- CampaignRequired
- Assigned StaffRequired
- Phone
- Gender
- Birthday
- Address Line 1
- Address Line 2
- City
- State
- Postal_code
- EmailRequired
- New Activity
Triggers when a new activity is created.
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- ContactRequired
- Staff MemberRequired
- Appointment_typeRequired
- Start Date and TimeRequired
- Disable UpLaunch Appointment Notifications?Required
- ContactRequired
- First_nameRequired
- Last_nameRequired
- EmailRequired
- CampaignRequired
- JourneyRequired
- Assigned_staff
- Phone
- Gender
- Birthday
- Address Line 1
- Address Line 2
- City
- State
- Postal_code
- EmailRequired
- First_nameRequired
- Last_nameRequired
- JourneyRequired
- CampaignRequired
- Assigned StaffRequired
- Phone
- Gender
- Birthday
- Address Line 1
- Address Line 2
- City
- State
- Postal_code
- New Bill
Triggers when a new bill is created.
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Related categories
Related categories