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Clio + Discord

Create Discord channel messages for new Clio documents

Stay informed about new documents in Clio with this seamless workflow. When a new document is added to Clio, a channel message will be sent in Discord to notify your team members. Keep everyone in the loop and streamline your document management process with this simple automation.

Stay informed about new documents in Clio with this seamless workflow. When a new document is added to Clio, a channel message will be sent in Discord to notify your team members. Keep everyone in the loop and streamline your document management process with this simple automation.

  1. When this happens...
    ClioClio
    New Document

    Triggers when a new document is created.

    TriggerScheduled
  2. automatically do this!
    DiscordDiscord
    Send Channel Message

    Post a new message to a specific #channel you choose.

    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
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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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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discord logo

About Discord

Discord is an all-in-one voice and text chat for gamers.

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