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Clio + Gmail

Create Gmail drafts when matter statuses are updated in Clio

Stay on top of your case progress with this seamless workflow. When a matter status is updated in Clio, a draft email will be created in Gmail, allowing you to easily communicate the changes to relevant parties. Save time and maintain clear communication with this efficient automation.

Stay on top of your case progress with this seamless workflow. When a matter status is updated in Clio, a draft email will be created in Gmail, allowing you to easily communicate the changes to relevant parties. Save time and maintain clear communication with this efficient automation.

  1. When this happens...
    ClioClio
    Matter Status Updated

    Triggers when the status of a matter has changed.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create a draft email message.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Related categories

Triggers & Actions