Restyaboard Integrations with Clio through Zapier

Restyaboard Integrations with Clio through Zapier

Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Triggers

New Board

Data sent to Clio, when the user creates a new board.

New List

Data sent to Clio, when the user creates a new list on the board.

New Card

Data sent to Clio, when the user creates a new card in the list of the board.

New Activity

Data sent to Clio, when the user performs any activity.

Actions

Create Person

Creates a new person.

Create Contact Note

Creates a new contact note

Create Company

Creates a new company.

Create Matter Note

Creates a new matter note

Create Communication

Creates a new communication.

Create Task

Creates a new task.

Create Time Entry

Creates a new time entry.

Create Matter

Creates a new matter.

Create Expense Entry

Create a new expense entry.

Create Calendar Entry

Creates a new calendar entry on the users calendar.

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