Get notified when contacts upload new documents to Clio
When this happensStep 1: New Document
Then do thisStep 2: Find Person Contact
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).