Send files to existing chat in TimelinesAI for new Clio activities
Stay informed on your legal activities by instantly sending files to your TimelinesAI chats whenever there's a new activity in Clio. This automation streamlines your communication process, ensuring important documents are easily accessible within your existing conversations. Save time and effort by eliminating manual uploads, allowing for more efficient management of legal tasks and improved collaboration with your team.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Send File to Existing ChatSends file to existing chat.
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More things you can do with Clio and TimelinesAI
Discover other triggers and actions you can use with Clio and TimelinesAI
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant




