Add new Evernote notes to Clio matters

First, we need to connect Evernote and Clio to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Evernote to Zapier.

  Give Zapier access to your Evernote account, using Evernote credentials.

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  Connect Clio to Zapier.

  Give Zapier access to your Clio account, using Clio credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Evernote

  Choose the following trigger: New Note (Triggers when a new note is created in or moved to a notebook.).

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  Then set up an Action for Clio

  Choose this action: Find Matter (Find a matter by number, display number, description, or client name.).

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  Then set up another Action for Clio

  Choose this action: Create Matter Note (Creates a new matter note.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Evernote and Clio.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Evernote notes to Clio matters!