Connect Clio and Zendesk Sell
Integrate Clio with Zendesk Sell to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Contact or Company Details in Zendesk Sell when New Matter Created in Clio
Stop Sequence Enrollment in Zendesk Sell when New Matter Created in Clio
Create Product in Zendesk Sell when New Matter Created in Clio
Update Product By ID in Zendesk Sell when New Matter Created in Clio
Create a Lead in Zendesk Sell when New Matter Created in Clio
Popular Clio + Zendesk Sell flows
Start from a real workflow other teams are already running.
Choose a trigger
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an action
Zendesk Sell
Automatically do this!
Update Contact or Company Details
Stop Sequence Enrollment
Create Product
Update Product By ID
Create a Lead
Create Note
List All Leads
List All Contacts
List All Products
List Sequences
List Lead Sources
List All Deals
Enroll In Sequence
Create Contact Or Company
Create Task
Create a Deal
Update Deal
Update Lead
List All Deal Source
List All Notes
List Pipeline Stages
List All Users
Update Contact or Company Details in Zendesk Sell when New Matter Created in Clio
Use this flowStop Sequence Enrollment in Zendesk Sell when New Matter Created in Clio
Use this flowCreate Product in Zendesk Sell when New Matter Created in Clio
Use this flowUpdate Product By ID in Zendesk Sell when New Matter Created in Clio
Use this flowCreate a Lead in Zendesk Sell when New Matter Created in Clio
Use this flowCreate Note in Zendesk Sell when New Matter Created in Clio
Use this flowList All Leads from Zendesk Sell when New Matter Created in Clio
Use this flowList All Contacts from Zendesk Sell when New Matter Created in Clio
Use this flowList All Products from Zendesk Sell when New Matter Created in Clio
Use this flowList Sequences from Zendesk Sell when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and Zendesk Sell.
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Zendesk Sell accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Zendesk Sell as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Zendesk Sell. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Zendesk Sell, and a separate workflow where Zendesk Sell triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Zendesk Sell. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Zendesk Sell integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
