Clio + Textellent

Create Textellent contacts for new Clio activities

Stay updated on new activities in your Clio app by automatically creating contacts in Textellent. This automation streamlines your workflow by ensuring you have up-to-date contact information in your Textellent app whenever there's a new activity in Clio, helping you manage client communications effectively and efficiently.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Create Contact
Creates a contact in Textellent
ActionWrite

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Supported triggers and actions

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
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New Communication
Triggers when a new communication is created.
Trigger
Instant
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New Document
Triggers when a new document is created.
Trigger
Polling
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- EventRequired
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Tag Associated to Contact
Triggers when tag is associated with a contact.
Trigger
Instant
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Incoming Message
Triggers when an Incoming message callback request.
Trigger
Instant
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Phone Number Added to Wrong Number
Triggers when a phone number is added to wrong numbers list.
Trigger
Instant
Try It
- Customer NameRequired
- Phone NumberRequired
- Tag NameRequired
- Assignment Date
- Partner Client Code
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Time Zone
- Notes
- Status
- Source
- External IdRequired
- Partner Client Code
- Provider Name
Action
Write
- Tag NameRequired
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write
- Partner Client Code
- Tag IdRequired
Action
Write
- Partner Client Code
- Tag NameRequired
- Phone NumbersRequired
Action
Write
- Customer First Name
- Customer Last Name
- Customer Email
- Phone Number
- Start Date Time
- End Date Time
- Service Name
- Notes
- Status
- Time Zone
- External IdRequired
- Source
- Partner Client Code
- Provider Name
Action
Write
- Tag NameRequired
- Tag IdRequired
- Partner Client Code
- Sign Up Keyword
- Short Code Keyword
- Send Confirmation Text
- Confirmation Text
- Send From
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
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New Matter
Triggers when a new matter is created.
Trigger
Instant
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New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
Phone Number Added to DNT
Triggers when a new phone number is added to the Do Not Text (DNT) list.
Trigger
Instant
Try It
Tag Disassociated From Contact
Triggers when a tag is disassociate from a contact.
Trigger
Instant
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Outgoing Message Delivery Status
Triggers when an outgoing message delivery status received by textellent.
Trigger
Instant
Try It
- Partner Client Code
- Phone Numbers
Action
Write
- Source
- External IdRequired
- Partner Client Code
Action
Write
- Contact First NameRequired
- Contact Last Name
- Phone NumberRequired
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Email
- Office Id
- Tags
- Tag Assignment Date
- Partner Client Code
- Custom Fields
Action
Write
- Partner Client Code
- Contact IdRequired
Action
Write
- Partner Client Code
- Ext Id
- Phone Number
- Email
Action
Write
- Message TextRequired
- From NumberRequired
- To NumberRequired
- Media File Ids
- Media File URLs
- Partner Client Code
Action
Write
- Contact First Name
- Contact Last Name
- Phone Number
- Home Phone Number
- Work Phone Number
- Alternate Phone Number
- Contact Tags
- Office Id
- Partner Client Code
- Contact IdRequired
- Custom Fields
Action
Write
- Partner Client Code
- Ext Id
- Phone Numbers
Action
Search

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Textellent

Textellent engages and keeps customers through text messaging for marketing, sales as well as customer service.

Related categories

Marketing

Clio + Textellent

Create Textellent contacts for new Clio activities

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

New Contact Created

Tag Associated to Contact

Incoming Message

Phone Number Added to Wrong Number

Assign Contacts to Tag

Create Appointment

Create Contact Tag

Delete Contact Tag

Remove Contacts From Customer Tag

Update Appointment

Update Contact Tag

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

Phone Number Added to DNT

Tag Disassociated From Contact

Outgoing Message Delivery Status

Add to DNT

Cancel Appointment

Create Contact

Delete Contact

Find Contact

Send Message

Update Contact

Find Contact With Multiple Phone Numbers

About Clio

Related categories

Similar apps

Zapier Interfaces

About Textellent

Related categories