Clio + GoTo Connect
Send sms via GoTo Connect for new Clio activities
Stay connected with your clients by sending them timely updates about their legal activities. With this workflow, whenever there's a new activity in Clio, you'll automatically send an SMS to your client via GoTo Connect, ensuring they're always in the loop. Save time and improve client communication with this seamless automation.
Stay connected with your clients by sending them timely updates about their legal activities. With this workflow, whenever there's a new activity in Clio, you'll automatically send an SMS to your client via GoTo Connect, ensuring they're always in the loop. Save time and improve client communication with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send SMS
Action for sending an SMS message.
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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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About GoTo Connect
GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.