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Clio + Textlocal

Create Textlocal contacts from new Clio contacts for seamless communication

Streamline your contact management process with this efficient Clio and Textlocal automation. Whenever you add a new contact in Clio, this workflow simultaneously creates a contact in Textlocal, ensuring your lists stay up-to-date across both platforms. Save time and keep your contacts in sync without any manual effort.

Streamline your contact management process with this efficient Clio and Textlocal automation. Whenever you add a new contact in Clio, this workflow simultaneously creates a contact in Textlocal, ensuring your lists stay up-to-date across both platforms. Save time and keep your contacts in sync without any manual effort.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    TextlocalTextlocal
    Create Contact

    Creates a new 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 Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Textlocal

A great tool for sending and receiving SMS texts. Allows you to send SMS texts to thousands of customers at once with no fuss. You can also include attachments, surveys and vouchers/tickets, all within a single SMS message.

Related categories