Clio + Textellent

Clio + Textellent integrations

Create Textellent contacts for new Clio activities

Stay updated on new activities in your Clio app by automatically creating contacts in Textellent. This automation streamlines your workflow by ensuring you have up-to-date contact information in your Textellent app whenever there's a new activity in Clio, helping you manage client communications effectively and efficiently.

When this happens...
New ActivityTriggers when a new activity is created.
TriggerInstant
automatically do this!
Create ContactCreates a contact in Textellent
ActionWrite

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More things you can do with Clio and Textellent

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

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
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New Document
Triggers when a new document is created.
Trigger
Polling
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- Event
  Required
Trigger
Instant
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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
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Tag Associated to Contact
Triggers when tag is associated with a contact.
Trigger
Instant
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Incoming Message
Triggers when an Incoming message callback request.
Trigger
Instant
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Phone Number Added to Wrong Number
Triggers when a phone number is added to wrong numbers list.
Trigger
Instant
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- Customer Name
  Required
- Phone Number
  Required
- Tag Name
  Required
- Assignment Date
- Partner Client Code
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Time Zone
- Notes
- Status
- Source
- External Id
  Required
- Partner Client Code
- Provider Name
Action
Write
- Tag Name
  Required
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write
- Partner Client Code
- Tag Id
  Required
Action
Write
- Partner Client Code
- Tag Name
  Required
- Phone Numbers
  Required
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Notes
- Status
- Time Zone
- External Id
  Required
- Source
- Partner Client Code
- Provider Name
Action
Write
- Tag Name
  Required
- Tag Id
  Required
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
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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
Phone Number Added to DNT
Triggers when a new phone number is added to the Do Not Text (DNT) list.
Trigger
Instant
Try It
Tag Disassociated From Contact
Triggers when a tag is disassociate from a contact.
Trigger
Instant
Try It
Outgoing Message Delivery Status
Triggers when an outgoing message delivery status received by textellent.
Trigger
Instant
Try It
- Partner Client Code
- Phone Numbers
Action
Write
- Source
- External Id
  Required
- Partner Client Code
Action
Write
- Contact First Name
  Required
- Contact Last Name
- Phone Number
  Required
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Email
- Office Id
- Tags
- Tag Assignment Date
- Partner Client Code
- Custom Fields
Action
Write
- Partner Client Code
- Contact Id
  Required
Action
Write
- Partner Client Code
- Ext Id
- Phone Number
- Email
Action
Write
- Message Text
  Required
- From Number
  Required
- To Number
  Required
- Media File Ids
- Media File URLs
- Partner Client Code
Action
Write
- Contact First Name
- Contact Last Name
- Phone Number
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Contact Tags
- Office Id
- Partner Client Code
- Contact Id
  Required
- Custom Fields
Action
Write
- Partner Client Code
- Ext Id
- Phone Numbers
Action
Search

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 Textellent

Textellent engages and keeps customers through text messaging for marketing, sales as well as customer service.

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