How To Automate Clio With Zapier

Ever wanted to automatically have your notes from Evernote automatically posted to matters in Clio? How about having a Clio contact created every time you make a new connection with social media? With Clio’s new integration with Zapier, you’re now able to completely automate processes between Clio and over 300 web apps, including Evernote, Mailchimp, Basecamp, Freshbooks, LinkedIn—you get the idea.

Essentially, any web app you could conceivably use to run a law firm can now be linked and automate Clio, to creation of contacts, calendar entries, matters, matter notes, and more. Let’s be honest: between managing a firm and practicing law, you probably don’t have a lot of free time. Do you really want to be spending that time redundantly copying information between the plethora of existing web services you use?

Enter Zapier. Today, we’ll walk through how to register for Zapier, create your first automated process (called a ‘Zap’), and view Clio zaps that other users have created. First up, if you haven’t already, register for a free Zapier account at www.zapier.com. The free plan will give you 3 Zaps that can run up to 100 times per month. Additional plans are available if you see yourself going over that allotment. Clio Zapier 1 After you’ve signed up, you’ll want to select ‘Make a Zap’. Zaps are broken into two segments: ‘Trigger’ (or ‘when something happens here’) and ‘Action’ (or ‘I want it to happen HERE’.) Zaps aren’t bidirectional, so ensure you’re setting up your Trigger and Action apps correctly. Clio Zapier 2 For the purpose of this article, we’re going to create a Zap that will automatically add a contact in Clio when a new connection is added on LinkedIn. Select ‘LinkedIn’ from the list of Trigger apps, and ‘Clio’ from the list of Action apps. Next, choose the behavior you want to Trigger the action. For our example, it’s ‘New Connection’ from LinkedIn, which we want to ‘Create Person’ in Clio: Clio Zapier 3 If this is your first time setting up a Zap with either the Trigger or Action app, you’ll need to authenticate and grant Zapier access. Don’t worry – you’re only explicitly giving them permission to complete the tasks you specify. You can add additional filtering if you so choose. For example, because we’re assuming you only want to add prospective clients to Clio, you could exclude anyone from the legal industry: Clio Zapier 4 You can adjust these filters however you’d like, or exclude them completely. Finally, you’ll want to map the specific fields you want copied from LinkedIn to Clio. Zapier already knows which fields are available from LinkedIn, and which are available on your Clio contact record (including custom fields!) We obviously want the name brought into Clio, so click the ‘Insert LinkedIn fields’ button and choose First Name and Last Name; and while you’re not able to extract the company from LinkedIn, you can pull the headline into the ‘Company’ field within Clio. You can also map other available LinkedIn fields to available Clio fields if you’re interested in syncing more information. Clio Zapier 6 All that’s left is to test the Zap – simply authorize Zapier to pull in your most recent LinkedIn connection to Clio, and you’re done! The possibilities with this integration are honestly endless – not only can you sync information from other web apps to Clio, you can push information from Clio as well by specifying Clio as the ‘Trigger’ app rather than the ‘Action’ app.

If you’re interested in using the Zap described in this post, you can do so here, and you can see other Zaps Clio users have created here. Let us know which Zaps you can’t live without in the comments below, and share them with the community!

Categorized in: Uncategorized

Want more articles like this?

Subscribe for weekly blog updates, and get the latest ideas for running an efficient, profitable, thriving law firm.

Subscribe