Clio + SOLAPI

Clio + SOLAPI integrations

Send sms for new Clio activities with SOLAPI

Keep your team informed about new activities in Clio with this easy-to-implement workflow. When a new activity occurs in the Clio app, this automation sends an SMS notification using the SOLAPI app, ensuring that your team stays up-to-date on important updates and changes. Stay connected and never miss a beat with this efficient and time-saving process.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
[Messaging] Send Text MessageSend a Text Message (SMS / LMS / with Image) | 일반 문자메시지를 발송합니다. (단문, 장문, 이미지 포함)
ActionWrite

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More things you can do with Clio and SOLAPI

Discover other triggers and actions you can use with Clio and SOLAPI

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
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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
[Messaging] New Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
Try It
- Commerce Hook | 커머스 자동화
  Required
Trigger
Instant
Try It
- CRM Entity | CRM 개체
  Required
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
Trigger
Polling
Try It
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
  Required
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
- CRM Entity | CRM 개체 (선택)
Action
Write
- Default Entity | 기본 개체
- Default Record | 기본 레코드
- Events (JSON Array) | 이벤트 목록 (JSON 배열)
  Required
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Activity Type | 활동 유형
  Required
- Subject | 제목
  Required
- Description | 설명
- Scheduled Date | 일정 날짜
- Due Date | 마감일
- Duration (minutes) | 소요 시간 (분)
- Assigned Member | 담당자
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Kakao Template ID | 알림톡 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Sender number | 문자 대체발송 발신번호
Action
Write
- Recipient number | 수신번호
  Required
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Contents | 브랜드 메시지 내용
  Required
- Sender number | 문자 대체발송 발신번호
- Country Code | 수신자 국가코드
- AD | 광고 여부
- Image ID | 이미지 ID
- Buttons | 브랜드 메시지 버튼
Action
Write
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Contents | 문자 내용
  Required
- Subject | 문자 제목 (입력 시 LMS로 발송)
- MMS Image ID | MMS 이미지 ID
- Splitting when over max contents length | 최대 길이 초과 시 나누어 보내기
- Country Code | 수신자 국가코드
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Record Name | 레코드 이름
- Tags | 태그
- Owner | 담당자
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
- Result | 메시지 결과
  Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 ID
- Kakao Template ID | 특정 알림톡 템플릿 ID
Trigger
Instant
Try It
- CRM Entity | CRM 개체
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type (Optional) | 이벤트 유형 (선택)
Trigger
Polling
Try It
- CRM Entity | CRM 개체
  Required
Trigger
Polling
Try It
- Address Book Folder ID | 주소록 폴더 ID
  Required
- Phone Number | 추가할 전화번호
  Required
- Name | 이름
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Event Type | 이벤트 유형
  Required
- Category | 카테고리
- Label | 라벨
- Value | 값
- Occurred At | 발생 시각
- Custom Properties (JSON) | 사용자 정의 속성 (JSON)
Action
Write
- CRM Entity | CRM 개체
  Required
- Record Name | 레코드 이름
  Required
- Tags | 태그
- Owner | 담당자
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
- Event Type (Optional) | 이벤트 유형 (선택)
Action
Write
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)
  Required
- Brand Message Template ID | 브랜드 메시지 템플릿 ID
  Required
- Recipient number | 수신번호
  Required
- Country code | 수신자 국가코드
- Targeting | 타겟팅
  Required
Action
Write
- RCS Brand | RCS 브랜드
  Required
- RCS Template | RCS 템플릿
  Required
- Recipient number | 수신번호
  Required
- Sender number | 발신번호
  Required
- Country code | 수신자 국가코드
Action
Write
- Request URL
  Required
- HTTP Request Method
  Required
- Body Parameters (JSON Format String)
Action
Write
- CRM Entity | CRM 개체
  Required
- CRM Record | CRM 레코드
  Required
- Property | 속성
  Required
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 SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

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Phone & SMS

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