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Set up your first integration
Quickly connect Clio to OpenPhone with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with OpenPhone - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Create or Update Contact" in OpenPhone.
You’re connected!
Zapier seamlessly connects Clio and OpenPhone, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Practical ways you can use Clio and OpenPhone
Sync new OpenPhone contacts to Clio
When a new contact is created in OpenPhone, Zapier automatically adds the contact to Clio. This ensures all business communications are tracked within your practice management system, saving time manually copying contact information and reducing the risk of missing key details.
Business OwnerLog OpenPhone call recordings into Clio matters
Whenever a call recording from OpenPhone is completed, Zapier uploads the file to the relevant matter in Clio. This provides project managers with a seamless way to organize call recordings and ensures all team members can access key client communications in a centralized space.
Project Management
Frequently Asked Questions about Clio + OpenPhone integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and OpenPhone
Can I integrate Clio with OpenPhone using Zapier?
Yes, you can integrate Clio with OpenPhone using our platform. We simplify the process by allowing you to set up triggers and actions between these apps for seamless communication.
What are the common triggers available for connecting Clio to OpenPhone?
Common triggers for connecting Clio to OpenPhone include new contact creation in Clio, a new matter in Clio, and incoming text messages or calls in OpenPhone.
How do I set up a trigger for a new contact in Clio when a client calls my OpenPhone number?
To set up this trigger, select an incoming call on your OpenPhone as the trigger. Then, configure an action to create a new contact in Clio using the caller's information.
Can I automate sending text messages through OpenPhone when a task is updated in Clio?
Yes, you can automate this process. Once the task updated event occurs in Clio, it can trigger sending a predefined text message through your connected OpenPhone account.
Are there any limitations on data sync frequency between Clio and OpenPhone?
While most changes are synced almost immediately due to our real-time updates feature, certain complex workflows may have slight delays based on the number of actions involved.
Is it possible to log calls from OpenPhone into specific matters within Clio?
Yes, we provide an option where you can log incoming or outgoing calls from OpenPhone directly into specific matters or cases within your Clio account by configuring actions accordingly.
Which user permissions are required to connect my Clio and OpenPhone accounts via Zapier?
To successfully connect your accounts through our platform, ensure that you have admin-level access or necessary permissions that authorize third-party app integrations in both your Clio and OpenPhone accounts.
