Clio + JustCall
Send scheduled text messages in JustCall for new Clio activities
Stay on top of your client communication with this efficient workflow. When a new activity occurs in Clio, a text message is scheduled in JustCall, ensuring timely and well-organized follow-ups with clients. Enhance your client management process and maintain consistent communication with this seamless automation.
Stay on top of your client communication with this efficient workflow. When a new activity occurs in Clio, a text message is scheduled in JustCall, ensuring timely and well-organized follow-ups with clients. Enhance your client management process and maintain consistent communication with this seamless automation.
- When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Schedule a Text MessageThis action allows you to schedule a text message. This message goes out at a particular date and time in future.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Communication
Triggers when a new communication is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Document
Triggers when a new document is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Matter IDRequired
Task Template ListRequired
Notify AssigneesRequired
Due At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SummaryRequired
Description
Location
Starts at:Required
Ends at:Required
All Day Event
Send Email Notification
CalendarRequired
Contact Attendee
Matter
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note SubjectRequired
Note DetailRequired
MatterRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
DescriptionRequired
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Assignee
Notify Completion
Statute of Limitations
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Clio Contact ID #Required
Prefix
First name
Middle name
Last name
Title
Date of Birth
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Name
Description
Type of AssigneeRequired
Matter
Task Due Date
Task Priority
Task Status
Notify Completion
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Matter by Custom Field
Find newest matter by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Answered
Triggers when a call answered an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Initiated
Triggers when a call initiated from JustCall.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Trigger when an incoming call is missed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to your JustCall address book.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCall AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.firstnameRequired
lastname
phoneRequired
email
company
notes
Agent ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
Body
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
phone
email
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter
Triggers when a new matter is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Matter Note
Triggers when a new matter note is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask Status Updated
Triggers when the status of a task has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Clio Contact ID #Required
Company Name
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Matter
Date of Communication
SubjectRequired
BodyRequired
Type of CommunicationRequired
Type of Recipient
Type of Sender
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Category
Description
DateRequired
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Group
Client Reference
Matter DescriptionRequired
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Category
Description
DateRequired
Time
Price
Matter
Matter Note
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MatterRequired
Client
Client Reference
Matter Description
Practice Area
Originating Attorney ID#
Responsible Attorney ID#
Pending Date
Open Date
Close Date
Location
Status
Billable
Status
Due At
Destroy?
Budget
Include Expenses?
Notification Threshold
Notify Users?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
MatterRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number
Matter Id
Client Id
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Contact by Custom Field
Find newest contact by custom field.
ActionThis is an event a Zap performs.SearchFind existing data in your appClient EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Type
Search ValueRequired
Company NameRequired
Email Address
Street
City
Province
Postal Code
Country
Website
Phone Number
Instant Messenger
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch Type
Search ValueRequired
Prefix
First nameRequired
Middle name
Last nameRequired
Title
Date of Birth
Street
City
Province
Postal Code
Country
Email Address
Website
Phone Number
Instant Messenger
Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCall AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers whenever there is a new voicemail
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AI Agent IDRequired
Contact NumberRequired
Has ConsentRequired
Dynamic Variables
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Date & TimeRequired
Offset (in minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
First NameRequired
Last Name
Phone NumberRequired
Email
Company
Notes
Other Phone Label
Other Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.phoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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