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Clio + GoTo Connect

Send sms via GoTo Connect for new Clio activities

Stay connected with your clients by sending them timely updates about their legal activities. With this workflow, whenever there's a new activity in Clio, you'll automatically send an SMS to your client via GoTo Connect, ensuring they're always in the loop. Save time and improve client communication with this seamless automation.

Stay connected with your clients by sending them timely updates about their legal activities. With this workflow, whenever there's a new activity in Clio, you'll automatically send an SMS to your client via GoTo Connect, ensuring they're always in the loop. Save time and improve client communication with this seamless automation.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    GoTo ConnectGoTo Connect
    Send SMS

    Action for sending an SMS message.

    ActionWrite
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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
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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)

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Zapier Interfaces

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go-to-connect logo
go-to-connect logo

About GoTo Connect

GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.

Related categories