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.