Clio + Slack integrations
Create tasks in Clio for new mentions in Slack
Stay on top of your task management with this workflow that efficiently bridges your team's communications on Slack with Clio. When a new mention occurs on Slack, it quickly generates a new task in Clio, streamlining the passage of critical information. This not only supports swift workload management but also ensures every vital discussion is captured and acted upon.
- When this happens...New MentionTriggers when a username or highlight word is mentioned in a public #channel.
- automatically do this!Create TaskCreates a new task.
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More things you can do with Slack and Clio
Discover other triggers and actions you can use with Slack and Clio
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant- Channel
- User Name
- Shared
Try ItTriggerInstant- Search QueryRequired
- Optimized data
Try ItTriggerPolling
- New Channel
Triggers when a new #channel is created.
Try ItTriggerInstant - Include_alias
Try ItTriggerInstant- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Try ItTriggerInstant- ChannelRequired
Try ItTriggerInstant
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.
Related categories
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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- Send direct messages in Slack when bill states are updated in Clio
Related Zap Templates
- Create tasks in Clio for every new message posted in Slack channels
- Send Slack channel messages for new Clio matters
- Send channel messages in Slack for new contacts in Clio
- Send private channel messages in Slack for new documents in Clio
- Update channel messages in Slack when matter statuses are updated in Clio







