Clio + SOLAPI

Send sms for new Clio activities with SOLAPI

Keep your team informed about new activities in Clio with this easy-to-implement workflow. When a new activity occurs in the Clio app, this automation sends an SMS notification using the SOLAPI app, ensuring that your team stays up-to-date on important updates and changes. Stay connected and never miss a beat with this efficient and time-saving process.

When this happens...
New Activity
Triggers when a new activity is created.
TriggerInstant
automatically do this!
Send Text Message
Send a Text Message (SMS / LMS / with Image) | 일반 문자메시지를 발송합니다. (단문, 장문, 이미지 포함)
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
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- 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 Group Report
After requesting to send the message, all processing of the message group is complete. | 메시지 그룹 내 모든 메시지들의 처리가 완료되었을 때 실행됩니다.
Trigger
Instant
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- Commerce Hook | 커머스 자동화Required
Trigger
Instant
Try It
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)Required
- Kakao Template ID | 알림톡 템플릿 IDRequired
- Recipient number | 수신번호Required
- Country code | 수신자 국가코드
- Sender number | 문자 대체발송 발신번호
Action
Write
- Recipient number | 수신번호Required
- Sender number | 발신번호Required
- Contents | 문자 내용Required
- Subject | 문자 제목 (입력 시 LMS로 발송)
- MMS Image ID | MMS 이미지 ID
- Splitting when over max contents length | 최대 길이 초과 시 나누어 보내기
- Country Code | 수신자 국가코드
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
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
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
- Result | 메시지 결과Required
- MessageType | 특정 메시지 종류와 일치
- From | 특정 발신번호 (숫자만)
- To | 특정 수신번호 (숫자만)
- Kakao Channel ID | 특정 카카오 채널 ID
- Kakao Template ID | 특정 알림톡 템플릿 ID
Trigger
Instant
Try It
- Address Book Folder ID | 주소록 폴더 IDRequired
- Phone Number | 추가할 전화번호Required
- Name | 이름
Action
Write
- Recipient number | 수신번호Required
- Kakao Channel ID (PFID) | 카카오 채널 ID (PFID)Required
- Contents | 친구톡 내용Required
- Sender number | 문자 대체발송 발신번호
- Country Code | 수신자 국가코드
- AD | 광고 여부
- Image ID | 이미지 ID
- Buttons | 친구톡 버튼
Action
Write
- Request URLRequired
- HTTP Request MethodRequired
- Body Parameters (JSON Format String)
Action
Write

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 SOLAPI

SOLAPI app for sending text messages with KakaoTalk.

Learn more

Related categories

Phone & SMS

Related Zap Templates

Send kakao messages in SOLAPI for new Clio activities

Related Zap Templates

Send kakao messages in SOLAPI for new Clio activities

Clio + SOLAPI

Send sms for new Clio activities with SOLAPI

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 Group Report

New Commerce Action

Send Kakao AlimTalk

Send Text Message

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

New Message Report

Add Contact to Address Book

Send Kakao FriendTalk

Request Universal API

About Clio

Related categories

Similar apps

Zapier Interfaces

About SOLAPI

Related categories

Related Zap Templates

Related Zap Templates