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Clio + Text Request

Send Text Request messages for new Clio documents

Keeping legal clients informed when case activity changes builds trust and reduces the back-and-forth that slows down your firm. This integration automatically sends a text message through Text Request whenever a new document is available and ready to be sent to a client in Clio, so clients receive timely documents without your team having to manually reach out with new documents to sign.

When this happens...
New DocumentTriggers when a new document is created.
TriggerPolling
automatically do this!
Send MessageSends an SMS or MMS message, optionally at a scheduled time.
ActionWrite

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More things you can do with Clio and Text Request

Discover other triggers and actions you can use with Clio and Text Request

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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Expense Type
- 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
- Location_id
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Text_request_phone
  Required
Trigger
Instant
Try It
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_group
  Required
- Add_group_to_contact
  Required
Action
Write
- Location_id
  Required
- Name
  Required
Action
Write
- Message
  Required
- Location_id
  Required
- Group_ids
- Recipient_phone_numbers
- Excluded_phone_numbers
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Message
- Description
  Required
- Customer_phone
  Required
- Amount_requested
  Required
- Location_id
  Required
- Reference_number
Action
Write
- Location_id
  Required
- Payment_id
  Required
Action
Write
- Location_id
  Required
- Tag_color
  Required
- Tag
  Required
Action
Write
- Location_id
  Required
- Phone_number
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
Action
Search
- Location_id
  Required
- Name
Action
Search
- Location_id
  Required
- Phone_number
  Required
- Display Name
- Last message timestamp before date
- Last message timestamp after date
- Contact created before date
- Contact created after date
- Is Resolved
- Has Message History
- Is Blocked
- Is Archived
- Is Suppressed
- Has Opted Out
- Last message sent before date
- Last message sent after date
- Last message received before date
- Last message received after date
- Contact_tag_1
- Contact_tag_2
- Contact_tag_3
- Contact_group_1
- Contact_group_2
- Contact_group_3
- Custom_field_id_1
- Custom_field_value_1
- Custom_field_id_2
- Custom_field_value_2
- Custom_field_id_3
- Custom_field_value_3
- First Name
- Last Name
- Suppressed Reason
- Note
Action
Search or write
- Location_id
  Required
- Keyword
  Required
- Response
  Required
Action
Search or 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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Text Request line
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
Trigger
Instant
Try It
- Location_id
  Required
- Phone_number
  Required
- Custom_field_id
  Required
- Custom_field_value
- Add_custom_field_to_contact
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- Contact_tag
  Required
- Add_tag_to_contact
  Required
Action
Write
- Location_id
  Required
- Name
  Required
- Notes
  Required
Action
Write
- Location_id
  Required
- Keyword_value
  Required
- Response
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Sender_phone
  Required
- Status_callback
- Files
- Schedule_date_utc
- Recurring_mode
Action
Write
- Location_id
  Required
- Phone_number
- Custom_field_id
  Required
Action
Write
- Message
  Required
- Recipient_phone
  Required
- Location_id
  Required
- Status_callback
- Files
- Review_campaign_id
  Required
Action
Write
- Location_id
  Required
- Phone_number
  Required
- First Name
- Last Name
- Display Name
- Is Suppressed
- Is Archived
- Is Blocked
- Suppressed Reason
- Note
Action
Write
- Location_id
  Required
- Phone_number
  Required
Action
Search
- Location_id
  Required
- Keyword
Action
Search
- Location_id
  Required
- Name
  Required
- Notes
  Required
Action
Search or 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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Text Request

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

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Related Zap Templates

Create or update Text Request contacts from new Clio activities

Create or update Text Request contacts from new Clio contacts

Send messages in Text Request for new activities in Clio