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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 receive an email (don't forget to set the "To" field to your email in the Email step)

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All Triggers & Actions

InstantNew Activity

Triggers when a new activity is created.

InstantBill State Updated

Triggers when the state of a bill has changed.

InstantNew Communication

Triggers when a new communication is created.

New Document

Triggers when a new document is created.

InstantMatter Status Updated

Triggers when the status of a matter has changed.

InstantNew Bill

Triggers when a new bill is created.

InstantNew Calendar Entry

Triggers when a new calendar entry is created.

InstantNew Contact

Triggers when a new contact is created.

InstantNew Matter

Triggers when a new matter is created.

New Matter Note

Triggers when a new matter note is created.

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