Clio + Lime Cellular

Clio + Lime Cellular integrations

Add new contacts from Clio to Lime Cellular opt-in lists

Easily keep your contact lists up-to-date with this simple workflow. When a new contact is added in Clio, it will also be added to an Opt-In List in Lime Cellular, ensuring your marketing campaigns are reaching all your potential clients. Stay organized and save time by streamlining your contact management process.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Add Contact to an Opt-In ListCreate/Subscribe a contact in an opt-in list
ActionWrite

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More things you can do with Clio and Lime Cellular

Discover other triggers and actions you can use with Clio and Lime Cellular

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- 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
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Search or write
- Opt-in List ID
  Required
Trigger
Instant
Try It
- Opt-in List ID
  Required
Trigger
Instant
Try It
- Appointment Date (yyyy-mm-dd)
  Required
- Appointment Time (hh:mm:ss)
  Required
- Participant Mobile Number
  Required
- Appointment Message
  Required
- Confirmation Type
- Hours before appointment to send the notification:
- Recipient First Name
- Recipient Last Name
- Opt-in List Id
- Recipient Email Address
- Recipient Reply Mobile Number
- Advanced Confirmation Message
- Advance Confirmation Period Seconds
- Advance Confirmation Message 2
- Advance Confirmation Period Seconds 2
Action
Write
- Opt-in List Id
  Required
- Contact Id
  Required
Action
Write
- Coupon ID
  Required
- Mobile number
  Required
Action
Write
- Mobile number(s)
  Required
- Message
  Required
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- 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?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- 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?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Opt-In List ID
Trigger
Instant
Try It
- Opt-in List ID
  Required
Trigger
Instant
Try It
- Keyword List
  Required
- Mobile phone number
  Required
- First name
- Last name
- Gender
- Email
- Birth date
- Zip/Postal code
- Family status
- Number of children
- User defined 1
- User defined 2
- User defined 3
- User defined 4
- User defined 5
- User defined 6
- User Defined 7
- Opt-in List ID
  Required
Action
Write
- Opt-in List Id
  Required
- Pick only one of the following:
- Contact Id
  Required
- Email
- Mobile number
- First name
- Last name
Action
Write
- Message (limited to 160 characters)
  Required
- Keyword
  Required
Action
Write
- Opt-in List ID
  Required
- Contact ID
  Required
- First Name
- Last Name
- Email
- Gender
- Birth Date
- Zip/Postal Code
- User Defined 1
- User Defined 2
- User Defined 3
- User Defined 4
- User Defined 5
- User Defined 6
- Is Trigger
Action
Write

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Lime Cellular

Provides the power to add text message marketing services to businesses.

HelpHelp

Related categories

Phone & SMS