Clio + Zendesk Integration

Integrate Clio to Zendesk in one click, or tell Integrately AI how you want each matter handled. Sync client support tickets, update legal tasks, log communications, and alert your team automatically.

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1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Clio + Zendesk Integration

Capture inquiries, sync client matters, update tickets, and alert your team, all in just one click.

Most popular automationsmost-popular-automations
Zendesk + Clio Integration

Create Clio contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Clio. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Clio integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Clio.

This makes it easy to keep track of your support tickets and contacts in one place.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Zendesk flow

Connect your favorite tools to handle follow-ups, documents, and notifications once your Clio and Zendesk workflows complete. Pick a combination and activate it in one click.

Clio
Zendesk
+
SlackSlack (4)
+
ClioClio (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
C
Z
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When a new matter is created in Clio, create a Zendesk ticket and notify your legal team on Slack.
New Clio matters instantly generate a Zendesk ticket and alert your team in Slack, eliminating manual handoffs between practice management and support.
Z
C
S
When a Zendesk ticket is solved, update the matter in Clio and post the update in Slack.
Solved Zendesk tickets automatically update the corresponding Clio matter and notify your team on Slack, keeping case records current.
C
Z
S
When a Clio task status updates, add a tag to the Zendesk ticket and alert your team in Slack.
Updated Clio tasks automatically tag the matching Zendesk ticket and notify your team on Slack for seamless cross-department visibility.
Z
C
C
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Use Claude to summarise every new Zendesk ticket, create a matter note in Clio, and post the brief in Slack.
Claude generates concise summaries of new Zendesk tickets, saves them as Clio matter notes, and posts the brief to Slack.

Supported triggers and actions for Clio and Zendesk

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Clio + Zendesk?

Streamline your legal practice and customer support by connecting client matters, support tickets, tasks, and communications.

What you can automate?
🔗
Sync new matters to support tickets
Create a Zendesk ticket automatically whenever a new matter is created in Clio, bridging your practice management and customer service workflows.
📝
Capture every submitted ticket field
Map all custom ticket attributes and form fields from Zendesk directly into Clio matter notes and custom fields instead of basic text.
🔔
Alert your team instantly
Notify your legal or support channel on Slack the moment a critical client matter or support ticket status changes.
🔀
Route records based on priority
Create high-priority tasks in Clio for urgent Zendesk tickets while routing standard inquiries to routine matter queues.
🔄
Keep matter statuses synchronized
Update corresponding Clio matter statuses automatically whenever a Zendesk support ticket is solved or updated.
🔍
Search and update existing contacts
Search for existing person or company contacts in Clio before creating new records, preventing duplicate entries.
⏱️
Log billable time upon ticket resolution
Create billable time entries in Clio automatically when support tickets are resolved, ensuring accurate accounting.
📊
Extend workflows to Slack
Send automated notifications to your team communication channels in Slack whenever a Clio matter and Zendesk ticket sync completes.
And much more...

Who is Clio + Zendesk integration for?

Legal practitioners and support teams save hours of manual data entry by synchronizing client matters, support tickets, and case tasks automatically.

Legal operations managers
Legal operations managers
Support team leads
Support team leads
Practice directors
Practice directors
Client intake coordinators
Client intake coordinators
Attorneys and case handlers
Attorneys and case handlers
Compliance administrators
Compliance administrators
📈
Legal operations managers
You're tracking client support metrics and legal workflows across separate platforms, but your reports are always outdated because case data requires manual exports — this integration means every new matter and ticket syncs instantly and your numbers stay current.
⚡
Support team leads
You need to act fast when urgent client issues arise, but you find out about critical updates too late because support tickets aren't linked to legal matters — automating both apps means every high-priority ticket creates a Clio task instantly so your team responds without delay.
🤝
Practice directors
You answer to clients who want to see daily progress on their matters, but compiling status reports by hand causes frustrating delays — connecting these apps means every resolved ticket updates the corresponding Clio matter and keeps stakeholders fully informed.
🔄
Client intake coordinators
The volume of new inquiries is too high for anyone to keep up by hand between practice management and support desks — with this integration, every support interaction automatically logs communications and creates client records without missed steps.
📋
Attorneys and case handlers
You own the legal next step and depend on support staff to hand over client details before you can begin work — automating both apps means every new support inquiry creates a Clio task and populates matter files immediately.
🗂️
Compliance administrators
You need a reliable history of all client touchpoints and keep finding gaps between support tickets and case notes — this integration means every matter update, communication, and resolved ticket is logged accurately across both platforms.
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Why choose Integrately to automate Clio + Zendesk

Build and manage your Clio + Zendesk automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clio + Zendesk with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Clio to Zendesk?
Frequently Asked Questions
You can connect Clio to Zendesk in 1 click using ready automation templates or ask Integrately AI to build the workflow and map the fields for your legal practice and support team.
Can I automatically create Zendesk tickets from new Clio matters?
Frequently Asked Questions
Can I connect Clio, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Zendesk?
Frequently Asked Questions
How does Clio handle task updates in this integration?
Frequently Asked Questions
Can Zendesk ticket updates trigger changes in Clio?
Frequently Asked Questions
Do I need coding skills to automate Clio and Zendesk?
Frequently Asked Questions
Is the Clio and Zendesk integration free?
Frequently Asked Questions
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