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.

You can find more information here.

How this Clio + TrueMail integration works

• 1. Add new record to a Clio account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Clio record with TrueMail result code in a custom field

Apps involved

• • Clio
• • TrueMail

Clio Triggers

• New Activity (Legacy).

  Triggers when a new activity is created.

• New Matter (Legacy).

  Triggers when a new matter is created.

• New Activity.

  Triggers when a new activity is created.

• New Calendar Entry.

  Triggers when a new calendar entry is created.

• New Contact (Legacy).

  Triggers when a new contact is created.

• New Bill (Legacy).

  Triggers when a new bill is created.

• New Communication (Legacy).

  Triggers when a new communication is created.

• New Task.

  Triggers when a new task has been created.

• New Company.

  Triggers when a new company is created.

• New Task (Legacy).

  Triggers when a new task is created.

• Test who am I?.

  Test trigger

• New Person.

  Triggers when a new person is created.

• New Calendar Entry (Legacy).

  Triggers when a new calendar entry is created.

• New Communication.

  Triggers when a new communication is created.

• New Bill.

  Triggers when a new bill is created.

• New Matter.

  Triggers when a new matter is created.

• New Contact.

  Triggers when a new contact is created.

• Create Person.

  Creates a new person.

• Deprecated - Create Contact.

  Creates a contact.

• 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 Person and Matter.

  Creates a new Person and Matter including custom fields from both

• 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.

• Deprecated - Create Activity (Time and Expenses).

  Create an activity.

• Deprecated - Create Contact Note.

  Creates a new contact note