Clio
When this happens...
Email by ZapierSend 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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It's easy to connect Clio + Email by Zapier and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Task

Triggers when a new task is created.

Create Task

Creates a new task.

New Matter

Triggers when a new matter is created.

Create Matter

Creates a new matter.

New Contact

Triggers when a new contact is created.

Create Person Contact

Creates a person contact.

New Inbound Email

Triggers when an email is forwarded to your own custom zapiermail.com address.

Send Outbound Email

Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

New Document

Triggers when a new document is created.

Create Matter Note

Creates a new matter note.

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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.

What is Email by Zapier

Built-In

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

See Email Integrations