Try It

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)

Try It

Connect Clio + Email by Zapier in Minutes

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

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.