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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.

Supported triggers and actions

What does this mean?
  • SMS by Zapier triggers, actions, and search
    Send SMS
    Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
    Action
    Write
  • Twilio triggers, actions, and search
    New Phone Number
    Triggered when you add a new phone number.
    Trigger
    Scheduled
  • Twilio triggers, actions, and search
    New Call
    Triggered when a call is finished on your Twilio number.
    Trigger
    Instant
  • Twilio triggers, actions, and search
    New Recording
    Triggered when a new recording is available on your account.
    Trigger
    Scheduled
  • Twilio triggers, actions, and search
    New SMS
    Triggered when an SMS is sent to your Twilio number.
    Trigger
    Scheduled
  • Twilio triggers, actions, and search
    New Transcription
    Triggered when a new transcription is available on your account.
    Trigger
    Scheduled
  • Twilio triggers, actions, and search
    Call Phone
    Call a number or numbers and say a message.
    Action
    Write
  • Twilio triggers, actions, and search
    Send SMS
    Send a SMS to a number or numbers.
    Action
    Write
  • 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

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How SMS by Zapier + Twilio + Clio Integrations Work

  1. Step 1: Authenticate SMS by Zapier, Twilio, and Clio.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Related categories

  • Phone & SMS
  • Zapier
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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.
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