SMS + Clio Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect SMS by Zapier and Clio, with as many as 7 possible integrations. Are you ready to find your productivity superpowers?
Send an SMS when a new communication is recorded
Lawyers are always on the go—attending depositions, at the courthouse, or at client meetings—so you’re not always able to check Clio for message notifications. With Zapier, you can have an SMS sent to your phone whenever a new communication is recorded on a matter.
How it Works
- Zapier watches for new communications in Clio
- When a new communication is added, Zapier sends a customized SMS to your phone
What You Need
- Clio account
- Phone with SMS support
It's easy to connect SMS by Zapier + Clio and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new activity is created.
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
Triggers when a new calendar entry is created.
Creates a new person.
Triggers when a new task has been created.
Creates a new contact note
Triggers when a new communication is created.
Creates a new company.
Triggers when a new bill is created.
Creates a new matter note
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