Clio

Manage contacts, matters, and notes in Clio legal practice management

Actions11

Contact → Create

AI-generated

Summary

Creates a contact in Clio for each input item, using the required name and contact type and any supported additional fields. Returns the contact data from Clio for each item.

Inputs

  • Authentication — Select OAuth2 (default) or API Key; provide the matching Clio credential.
  • Name (required) — Full name of the person or company.
  • Type (required) — Choose Person (default) or Company.
  • Additional Fields — Optionally set email, phone, first name, last name, prefix, or date of birth. Country of Origin is shown in the UI but is not used by the create request.

Output shape

One output item per input item, containing the contact data returned by Clio.

The operation sends a POST request to Clio's contacts endpoint. Email is sent as a Work address; phone is sent as a default Mobile number. If Continue On Fail is enabled, an item that errors returns an error message instead.

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Discussion