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Case Status + Clio

Close cases in Case Status when new matters are updated in Clio

Tired of manually closing your cases in Case Status? This integration can help. Activate this Zap to automatically close a case in Case Status as soon as a new matter is updated in Clio.

Tired of manually closing your cases in Case Status? This integration can help. Activate this Zap to automatically close a case in Case Status as soon as a new matter is updated in Clio.

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

    Triggers when the status of a matter has changed.

    TriggerInstant
  2. automatically do this!
    Case StatusCase Status
    Close a Case

    Close a case in Case Status

    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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