Clio + Text Request

Create or update Text Request contacts from new Clio contacts

Effortlessly manage your contacts between Clio and Text Request with this automation. Whenever a new contact is added in Clio, this workflow will create or update the corresponding contact in Text Request, ensuring your records are consistent and up-to-date across both platforms. Save time and enhance communication efficiency with this seamless integration.

Effortlessly manage your contacts between Clio and Text Request with this automation. Whenever a new contact is added in Clio, this workflow will create or update the corresponding contact in Text Request, ensuring your records are consistent and up-to-date across both platforms. Save time and enhance communication efficiency with this seamless integration.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Text RequestText Request
    Create or Update Contact

    Creates a new contact or updates the name of an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
clio logo
clio logo

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 more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
text-request logo
text-request logo

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.
Learn more

Related categories

  • Phone & SMS