Avochato + Clio

Avochato + Clio integrations

Create and send Avochato text messages for new Clio contacts

Effortlessly stay in touch with new contacts from Clio by sending them a text message via Avochato. This workflow eliminates the need to manually input contact details, streamlining your communication process and ensuring a timely response. Save time and strengthen your professional relationships with this seamless integration.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send Text MessageSends a text message to a specified phone number. You can also send $surveys, $campaigns, and $templates, or schedule a message for the future.
ActionWrite

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More things you can do with Clio and Avochato

Discover other triggers and actions you can use with Clio and Avochato

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
Contact Opted In
Triggers when a Contact opts in to receiving text messages.
Trigger
Instant
Try It
Ticket Status Change
Triggers when a new ticket is created or changes status, including closing or reopening.
Trigger
Instant
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New Outbound Message
Triggers when an outbound text message is sent from your inbox.
Trigger
Instant
Try It
- Phone Number
  Required
- Event Context
  Required
- Event Revenue ($)
  Required
- Event Type
  Required
Action
Write
- Tag name
  Required
- Contact Phone number
  Required
Action
Write
- Phone Number
  Required
- Your Message
  Required
- Tag this contact
- Media Url
- Message Status Callback URL
- Schedule Message Delivery Date
- Mark this conversation as "Addressed"
- Send message from phone number
- Send on behalf of user (Email)
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
Contact Opted Out
Triggers when a contact opts out of receiving text messages.
Trigger
Instant
Try It
New Inbound Message
Triggers when an incoming text message arrives in your inbox.
Trigger
Instant
Try It
- Campaign ID(s) / Campaign Key(s)
  Required
- Contact Phone Number(s)
  Required
- Remove this contact from all future steps of this campaign
Action
Write
- Tag name
  Required
- Contact Phone Number
  Required
Action
Write
- Phone Number
  Required
- Name
- Email
- Contact Owner (ID or Email)
- Company
- Street
- City
- State
- Zip Code
- Country
- Tags
- Other Phone
- Priority (1-5)
- Muted
- Blocked
- Opted Out
- Double Opted In
- Visible
- Salesforce Object ID
- Salesforce Object Type
- Stuck Number
- Allow overriding custom field values with empty data
Action
Write

About Avochato

Avochato is the text messaging solution for sales, marketing, and customer support teams.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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