Email + Clio Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Email by Zapier and Clio, with as many as 27 possible integrations. Are you ready to find your productivity superpowers?
Get notified when contacts upload new documents to Clio
If you use Clio Connect to receive Documents from clients, you may want to be notified when a Contact uploads a Document.
When a new document is added to Clio, this Zap will check to see if the Document's Contact matches a Contact in your Clio database. If it does, you will receive an email (don't forget to set the "To" field to your email in the Email step)
It's easy to connect Email by Zapier + Clio and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an email is forwarded to your own custom zapiermail.com address.
Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.
Triggers when a new task is created.
Creates a new task.
Triggers when a new matter is created.
Creates a new matter.
Triggers when a new contact is created.
Creates a person contact.
Triggers when a new document is created.
Creates a new matter note.
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