Loading

Clio + Gmail

Create Gmail drafts when matter statuses are updated in Clio

Stay on top of your case progress with this seamless workflow. When a matter status is updated in Clio, a draft email will be created in Gmail, allowing you to easily communicate the changes to relevant parties. Save time and maintain clear communication with this efficient automation.

Stay on top of your case progress with this seamless workflow. When a matter status is updated in Clio, a draft email will be created in Gmail, allowing you to easily communicate the changes to relevant parties. Save time and maintain clear communication with this efficient automation.

  1. When this happens...
    ClioClio
    Matter Status Updated

    Triggers when the status of a matter has changed.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Create Draft

    Create (but do not send) a new email message.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Related categories

Similar apps

IMAP by Zapier integrationsIMAP by Zapier integrations

IMAP by Zapier

Email, Zapier
SMTP by Zapier integrationsSMTP by Zapier integrations

SMTP by Zapier

Email, Zapier
Microsoft Office 365 integrationsMicrosoft Office 365 integrations

Microsoft Office 365

Email, Microsoft