Clio (EU) + Hipcall Integration

Clio (EU)

Clio enables law firms to deliver better client experiences through cloud-based practice management, CRM and client intake software. This app is accessible to all Canadian users of Clio.

When this happens (Triggers)

Do this (Actions)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
Clio (EU)
Bill State Updated
Triggers when the state of a bill has changed.
Clio (EU)
Matter Status Updated
Triggers when the status of a matter has changed.
Clio (EU)
Matter Status Updated to Close
Triggers whenever a matter's status changes to Close
Clio (EU)
Matter Status Updated to Open
Triggers whenever a matter's status changes to Open.
Clio (EU)
Matter Status Updated to Pending
Triggers whenever a matter's status changes to Pending
Clio (EU)
New Activity
Triggers when a new activity is created.
Clio (EU)
New Bill
Triggers when a new bill is created.
Clio (EU)
New Calendar Entry
Triggers when a new calendar entry is created.
Clio (EU)
New Communication
Triggers when a new communication is created.
Clio (EU)
New Contact
Triggers when a new contact is created.
Clio (EU)
New Document
Triggers when a new document is created.
Clio (EU)
New Matter
Triggers when a new matter is created.
Clio (EU)
New Task
Triggers when a new task is created.
Clio (EU)
Create Company Contact
Creates a comapny contact.
Clio (EU)
Create Matter
Creates a new matter.
Clio (EU)
Create Person Contact
Creates a person contact.
Clio (EU)
Find Contact (Person or Company)
Retrives contacts (Person or Company) based on query.
Clio (EU)
Find Matter
Retrives the list of matters based on the conditions.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.