Clio Manage Integration via Zapier

Step 1: Create a New Zap in Zapier

1. Log in to your Zapier account.
2. Click “Create Zap” at the top left.
3. In the Trigger step, search for and select “Webhooks by Zapier” as the trigger app.
4. Select “Catch Hook” as the event.
5. Click Continue and copy the webhook URL.

Step 2: Connect CaptureNow to Zapier

1. Log in to your CaptureNow portal.
2. Navigate to Settings > Integrations > Webhooks.
3. Click “Add Webhook” and paste the Zapier webhook URL.
4. In Zapier, Use the Find Person Contact action. 
5. Set the Search Type to Phone Number to locate the contact in the system. 

Step 3: Find the Client in Clio Manage

1. Add an Action Step in your Zap.
2. Search for Clio and select “Find Matter” as the action.
3. Under Search Query, map the phone number from CaptureNow to Clio’s client phone field.
4. Click Test & Review to check if the correct client file is found.

📌 Tip: If the search doesn’t return a result, ensure that client phone numbers are stored correctly in Clio Manage.

Step 4: Create a Note in Clio Manage

1. Add another Action Step in Zapier.
2. Select Clio as the app and “Create Note” as the event.
3. In the Matter field, select the Matter ID found in Step 3.
4. Under Note Content, insert the Call Summary and any additional details from CaptureNow.
5. Click Test & Continue to verify the note is created in Clio.

Step 5: Activate and Monitor Your Zap

1. Click Publish Zap to turn on the automation.
2. Make a test call through CaptureNow and check if the note appears in Clio.
3. If needed, adjust Zapier filters to refine the call data being sent to Clio.

Troubleshooting & FAQs

1. The Zap is not finding my client in Clio Manage.

• Ensure that the phone number format in CaptureNow matches how it’s stored in Clio.

2. The note is not appearing in the correct client’s file.

• Double-check that the Matter ID is correctly mapped from the “Find Matter” step.
• Ensure there are no duplicate client profiles in Clio.

Need Assistance?

If you need help setting up your integration, feel free to contact CaptureNow Support.

🚀 Enhance your law firm’s efficiency by automating your call data into Clio Manage today!