SMS by Zapier + Twilio + Clio Integrations
How to connect SMS by Zapier + Twilio + Clio
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Do even more with SMS by Zapier + Twilio + Clio
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SMS by Zapier, Twilio, and Clio. And don’t forget that you can add more apps and actions to create complex workflows.
Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.Action
New Phone NumberTriggered when you add a new phone number.Trigger- New CallTriggered when a call is finished on your Twilio number.Trigger
- New RecordingTriggered when a new recording is available on your account.Trigger
- New SMSTriggered when an SMS is sent to your Twilio number.Trigger
- New TranscriptionTriggered when a new transcription is available on your account.Trigger
- Call PhoneCall a number or numbers and say a message.Action
- Send SMSSend a SMS to a number or numbers.Action
- Clio
Triggers when a new activity is created.
Instant
Trigger
- Clio
Triggers when a new bill is created.
Instant
Trigger
- Clio
Triggers when the state of a bill has changed.
Instant
Trigger
- Clio
Triggers when a new calendar entry is created.
Instant
Trigger
- Clio
Triggers when a new communication is created.
Instant
Trigger
- Clio
Triggers when a new contact is created.
Instant
Trigger
- Clio
Triggers when a new document is created.
Scheduled
Trigger
- Clio
Triggers when a new matter is created.
Instant
Trigger
- Clio
Triggers when the status of a matter has changed.
Instant
Trigger
- Clio
Triggers when a new matter note is created.
Scheduled
Trigger
- Clio
Triggers when a new task is created.
Instant
Trigger
- Clio
Triggers when the status of a task has changed.
Instant
Trigger
- Clio
Assign a Task Template List.
Scheduled
Action
- Clio
Updates an existing company contact.
Scheduled
Action
- Clio
Creates a new calendar entry.
Scheduled
Action
- Clio
Creates a new communication.
Scheduled
Action
- Clio
Creates a company contact.
Scheduled
Action
- Clio
Creates a new expense entry.
Scheduled
Action
- Clio
Creates a new folder in a matter.
Scheduled
Action
- Clio
Creates a new matter.
Scheduled
Action
- Clio
Creates a new matter note.
Scheduled
Action
- Clio
Creates a person contact.
Scheduled
Action
- Clio
Creates a new task.
Scheduled
Action
- Clio
Creates a new time entry.
Scheduled
Action
- Clio
Updates an existing person contact.
Scheduled
Action
- Clio
Update an existing matter.
Scheduled
Action
- Clio
Updates a task.
Scheduled
Action
- Clio
Upload document to matter.
Scheduled
Action
- Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
- Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
- Clio
Find newest contact by custom field.
Scheduled
Action
- Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
- Clio
Find newest matter by client email.
Scheduled
Action
- Clio
Find newest matter by custom field.
Scheduled
Action
- Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
- Clio
Find a user by name.
Scheduled
Action
- Clio
Find or Create Company Contact
Scheduled
Action
- Clio
Find or Create a Matter
Scheduled
Action
- Clio
Find or Create Person Contact
Scheduled
Action
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How SMS by Zapier + Twilio + Clio Integrations Work
- Step 1: Authenticate SMS by Zapier, Twilio, and Clio.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About SMS by Zapier
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