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Clio + Twist

Create comments in Twist for new contacts in Clio

Stay organized and save time by connecting your Clio and Twist apps with this efficient workflow. Whenever you add a new contact in Clio, a comment will be posted in Twist, ensuring your team stays updated and informed. Streamline your client management and communication process with this seamless automation.

Stay organized and save time by connecting your Clio and Twist apps with this efficient workflow. Whenever you add a new contact in Clio, a comment will be posted in Twist, ensuring your team stays updated and informed. Streamline your client management and communication process with this seamless automation.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    TwistTwist
    Post Comment

    Post a comment to a thread you choose.

    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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twist logo
twist logo

About Twist

Twist keeps your conversations on-topic and in one place. For teams who want to make work calmer, more organized, and more productive.

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