Clio + Telnyx

Clio + Telnyx integrations

Create new contacts in Clio and send sms notifications via Telnyx

Stay connected with your clients and save time by setting up this efficient workflow between Clio and Telnyx. Whenever you add a new contact in Clio, this automation will send an SMS through Telnyx to keep them informed of important updates or announcements. Strengthen relationships and communication with your clients without any manual effort involved.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send SMSSend an SMS message to a phone number.
ActionWrite

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More things you can do with Clio and Telnyx

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

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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
List TeXML Applications
Retrieves a list of TeXML applications on a Telnyx profile -
Trigger
Polling
Try It
- Application Name
  Required
Trigger
Instant
Try It
- Fax Application Name
  Required
- Webhook Event Failover Url
Trigger
Instant
Try It
- Application Name
  Required
- Webhook Failover Url
Trigger
Instant
Try It
- Call Control Id
  Required
- Audio URL
  Required
- Stop
- Overlay
- Loop
Action
Write
- Source Number (+E.164 Format) Example: +14005550000
  Required
- Destination Number (+E.164 Format) Example: +13005550000
  Required
- Message Content
  Required
Action
Write
- From
  Required
- To
  Required
- Text
  Required
Action
Write
- TeXML Application ID
  Required
- From
  Required
- To
  Required
- Dynamic Variables
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
New Phone Number
Triggers on a new order of a phone number
Trigger
Polling
Try It
- Application Name
  Required
Trigger
Instant
Try It
- Application Name
  Required
- Webhook Failover
Trigger
Instant
Try It
- Connection Id
  Required
- Source Number
  Required
- Destination Number (+E.164 Format) Example: +13005550000
  Required
- From Display Name
Action
Write
- Source Number (+E.164 Format) Example: +14005550000
  Required
- Destination Number (+E.164 Format) Example: +13005550000
  Required
- Connection Id
  Required
- PDF Url
  Required
- T.38 Enabled
Action
Write
- From Number (+E.164 Format) Example: +14005550000
  Required
- To Number (+E.164 Format) Example: +1333555000
  Required
- Media URL
  Required
- Subject Line
- Text
Action
Write
- Call Control Id
  Required
- Speaking Voice
  Required
- Language
  Required
- Text
  Required
- Stop
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

Related categories

CRM (Customer Relationship Management)

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About Telnyx

Telnyx is a full-featured global communications platform with an SMS API built for reliable, enterprise-grade messaging on a secure network.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Send sms messages in Telnyx for new Clio activities

Related Zap Templates

Send sms messages in Telnyx for new Clio activities