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How Zapier works
Zapier makes it easy to integrate Clio with Fax.Plus - 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 "Send a Fax" in Fax.Plus.
You’re connected!
Zapier seamlessly connects Clio and Fax.Plus, 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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Connect Clio and Fax.Plus to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
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Resolve incidents faster with automation
Frequently Asked Questions about Clio + Fax.Plus integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Fax.Plus
How do I set up the integration between Clio and Fax.Plus?
To integrate Clio with Fax.Plus, use our Zapier app to create a workflow. Select Clio as the trigger app, choose an event such as 'New Matter', then select Fax.Plus as the action app and choose what action you'd like to perform, such as 'Send Fax'.
What triggers are available for Clio in this integration?
Triggers include events like 'New Matter', 'New Contact', or 'Matter Status Change' in Clio, which can start an automated workflow with Fax.Plus.
What actions can be performed in Fax.Plus when integrated with Clio?
After setting a trigger from Clio, you can execute actions in Fax.Plus such as 'Send Fax', 'Create Draft' or even managing existing faxes automatically based on client activities.
Can faxes be automatically sent when a new matter is created in Clio?
Yes, by setting up a Zap with a trigger for 'New Matter' in Clio and an action for 'Send Fax' in Fax.Plus, faxes can be sent automatically.
Is it possible to use client details from Clio to populate fax information in Fax.Plus?
With our integration, you can map fields from Clio to auto-fill fax details like recipient name and contact information when sending faxes via Fax.Plus.
Can I manage existing faxes using this integration?
Absolutely! Set up triggers based on changes or updates within Clio to perform actions like organizing or updating records of your faxes within Fax.Plus.
Does integrating with Zapier support custom fields or unique data sets?
Our Zapier integration allows configuring custom fields so that unique data points from within your client files or matter details are mapped appropriately between applications.
