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Get notified when contacts upload new documents to Clio

  1. When this happensStep 1: New Document

  2. Then do thisStep 2: Find Person Contact

  3. Then do thisStep 3: Send Outbound Email

If you use Clio Connect to receive Documents from clients, you may want to be notified when a Contact uploads a Document. When a new document is added to Clio, this Zap will check to see if the Document's Contact matches a Contact in your Clio database. If it does, you will automatically receive an email (don't forget to set the "To" field to your email in the Email step).

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