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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Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when an email is forwarded to your own custom zapiermail.com address.
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
Triggers when a new document is created.
Creates a new matter note.