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Case Status + Clio

Send messages in Case Status for newly-updated task statuses in Clio

Make sure your clients get a follow-up message with this Zapier automation. This integration will automate a message to your client once a new task has been completed within a Clio matter. If needed, a filter can be applied to send a message to Case Status based on a specific task in Clio.

Make sure your clients get a follow-up message with this Zapier automation. This integration will automate a message to your client once a new task has been completed within a Clio matter. If needed, a filter can be applied to send a message to Case Status based on a specific task in Clio.

  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
    Send Message

    Send a Message on 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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