Clio + SMSAPI
Create SMSAPI contacts from new Clio activities
Effortlessly keep track of new activities in Clio by automating the process of creating contacts in SMSAPI. With this workflow, every time there's a new activity in Clio, a contact will be created in SMSAPI, ensuring efficient organization of your client data. Save time and maintain accurate records with this seamless automation.
Effortlessly keep track of new activities in Clio by automating the process of creating contacts in SMSAPI. With this workflow, every time there's a new activity in Clio, a contact will be created in SMSAPI, ensuring efficient organization of your client data. Save time and maintain accurate records with this seamless automation.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact with defined variables.
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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.
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About SMSAPI
SMSAPI allows you to send text messages automatically. Messages can be fully personalized. You can set a custom sender name up to 11 characters long.