Send text messages in Salesmsg for new activities in Clio
Stay informed on your caseload with text message updates for new activities in Clio. This workflow connects Clio and Salesmsg, ensuring you never miss critical notifications. Once configured, you'll receive a text message via Salesmsg each time there's a new activity in Clio, enabling you to monitor and manage your cases effectively.
Stay informed on your caseload with text message updates for new activities in Clio. This workflow connects Clio and Salesmsg, ensuring you never miss critical notifications. Once configured, you'll receive a text message via Salesmsg each time there's a new activity in Clio, enabling you to monitor and manage your cases effectively.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Send a Text Message (SMS / MMS)
Sends a new SMS or MMS text message.
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