If you use Gmail labels to manage communication with different clients, then it's not uncommon to have a label for each client. If that's your preferred workflow then this integration is for you.
Any time a new matter is created in Clio, instantly create a new label in Gmail to help track communications.
How It Works
- A new matter is created in Clio
- Zapier automatically creates a new label in Gmail
What You Need
- Clio account
- Gmail account
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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 you receive a new email that matches a search string you provide.
Create (but do not send) a new email message.
Triggers when you receive a new email and label it within two days.
Create and send a new email message.