Clio + Email by Zapier + Filter by Zapier
Get notified when contacts upload new documents to Clio
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).
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).
- When this happens...New Document
Triggers when a new document is created.
- automatically do this...Find Person Contact
Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Send Outbound Email
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
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