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Case Status + Clio

Update case statuses in Case Status when tasks are newly-updated in Clio

Ever forget to let your client know of about new updates on their case? This Zapier integration will help. Once it's active, this Zap automatically updates the status of a case in Case Status whenever you update a task in your Clio account.

Ever forget to let your client know of about new updates on their case? This Zapier integration will help. Once it's active, this Zap automatically updates the status of a case in Case Status whenever you update a task in your Clio account.

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

    Triggers when the status of a task has changed.

    TriggerInstant
  2. automatically do this!
    Case StatusCase Status
    Update the Status of a Case

    Update the Status of a Case.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • 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
case-status logo
case-status logo

About Case Status

Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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Related categories

  • App Builder

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clio logo

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier