Create and send Zoho Cliq direct messages for new Clio contacts
Stay connected with your team and never miss out on new contacts with this Clio and Zoho Cliq automation. Whenever a new contact is added in Clio, this workflow will send a direct message in Zoho Cliq to the selected user, making it easier to keep everyone in the loop. With this time-saving setup, you can ensure smoother communication and efficient updates about new contacts in your firm.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Send Direct MessageSend a direct message to a contact or an user in your Organisation.
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More things you can do with Clio and Zoho Cliq
Discover other triggers and actions you can use with Clio and Zoho Cliq
- New Activity
Triggers when a new activity is created.
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- 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
Related Zap Templates
- Create channel messages in Zoho Cliq for new contacts in Clio
- Create Zoho Cliq channel messages from new Clio activities
- Send direct messages in Zoho Cliq for new activities in Clio
- Communicate new tasks in Clio by sending channel messages in Zoho Cliq
- Send channel messages in Zoho Cliq for new matters in Clio







