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Case Status + Clio

Send Case Status messages for new calendar entries in Clio

It's crucial for your clients to get appointment reminders during their cases. With this Zapier integration, your client automatically gets a message when a new calendar event is created within a matter in Clio. The message includes both the calendar title and the location of the appointment, though feel free to customize it!

It's crucial for your clients to get appointment reminders during their cases. With this Zapier integration, your client automatically gets a message when a new calendar event is created within a matter in Clio. The message includes both the calendar title and the location of the appointment, though feel free to customize it!

  1. When this happens...
    ClioClio
    New Calendar Entry

    Triggers when a new calendar entry is created.

    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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