Clio + Yobi

Send sms notifications for new Clio activities with Yobi

Stay on top of your client interactions with this efficient workflow. Whenever there's a new activity in Clio, send an SMS via Yobi to keep everyone informed. This automation streamlines communication and ensures important updates are relayed in a timely manner.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Send SMS
send sms from yobi
ActionWrite

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Supported triggers and actions

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
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
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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
- yobi_phone_numberRequired
Trigger
Polling
Try It
- Yobi phoneRequired
Trigger
Polling
Try It
Retrieve Created Pipeline
Retrieve all the created pipeline on yobi
Trigger
Polling
Try It
Retrieve Updated Pipeline
Retrieve all the updated pipelines on yobi
Trigger
Polling
Try It
Yobi New Contact Created
Triggers when a new contact is created on Yobi.
Trigger
Polling
Try It
- relationship typeRequired
- Company IDRequired
- Contact IDRequired
Action
Write
- Company NameRequired
- Company PhoneRequired
- Company Email
- Company Type
- Company Website
- Company Address
- Address City
- Address State
- Address Postal Code
- Address CountryRequired
- Social Facebook
- Social Twitter
- Social instagram
- Social Linkedin
Action
Write
- NameRequired
- Description
- Amount
- Close Date
- PriorityRequired
- Pipeline ID
- Stage ID
Action
Write
- Contact Id
- Channel Id
- Inbox Id
- Note contentRequired
Action
Write
- Pipeline IdentifierRequired
Action
Write
- to numberRequired
- sms bodyRequired
- your Yobi numberRequired
Action
Write
- Name
- Description
- Name
- Description
- Order
- Stage ID
- Pipeline IDRequired
Action
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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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 nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- 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
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- yobi phone numberRequired
Trigger
Polling
Try It
Retrieve Created Deal
Retrieve all the created deals on yobi
Trigger
Polling
Try It
Retrieve Updated Deal
Retrieve all the updated deals on yobi
Trigger
Polling
Try It
Retrieve Updated Task
Retrieve all the updated tasks on yobi
Trigger
Polling
Try It
- type of taskRequired
- statusRequired
Trigger
Polling
Try It
- your Yobi numberRequired
- identifierRequired
Action
Write
- First NameRequired
- Last Name
- Email
- Phone
Action
Write
- Task TitleRequired
- DescriptionRequired
- Assigned toRequired
- Contact ID
- Channel ID
Action
Write
Retrieve Pipelines
Retrieve all the crm pipelines created
Action
Write
- Page Start
- Page Size
- Phone Number
- Email
- Given Name
- Family Name
Action
Write
- NameRequired
- Description
- Amount
- Close Date
- PriorityRequired
- Deal IDRequired
- Contact ID
- Company ID
- Pipeline ID
- Stage ID
Action
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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Yobi

With Yobi you can make calls, send SMS messages and respond to Social Media messages in one app.

Related categories

App Builder

Similar apps

Zapier Interfaces

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

Clio + Yobi

Send sms notifications for new Clio activities with Yobi

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

Incoming Calls

Missed Calls

Retrieve Created Pipeline

Retrieve Updated Pipeline

Yobi New Contact Created

Associate Contact

Create Company

Create Deal

Inline Note

Retrieve Stages

Send SMS

Update Pipeline

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

Incoming Message Received

Retrieve Created Deal

Retrieve Updated Deal

Retrieve Updated Task

Yobi New Task Created

Check Outbound Calls

Create Contact

Create Yobi Task

Retrieve Pipelines

Search Contact

Update Deal

About Clio

Related categories

Similar apps

Zapier Interfaces

About Yobi

Related categories

Similar apps

Zapier Interfaces