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Set up your first integration
Quickly connect Clio to Slack with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Slack - 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 "Add Reminder" in Slack.
You’re connected!
Zapier seamlessly connects Clio and Slack, 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 Slack
Notify Slack channel when a new invoice is created in Clio
When a new invoice is created in Clio, Zapier will send a notification to a specified Slack channel. This automation helps business owners stay updated on billing activities without having to log into Clio repeatedly, ensuring timely oversight of cash flow.
Business Owner
Send Slack alerts for Clio task status updates
When the status of a task is updated in Clio, Zapier will send an alert to a designated Slack channel. This keeps the IT team informed of changes without the need for constant manual updates, improving team collaboration and response times.
ITPost project tasks to Slack from Clio
Whenever a new task is created in Clio, Zapier will post it to a specified Slack channel. This automation ensures project managers and their teams remain aligned and aware of key deliverables in real time, enhancing project workflow efficiency.
Project ManagementLearn how to automate Slack on the Zapier blog
Frequently Asked Questions about Clio + Slack integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Slack
How do I start the integration process between Clio and Slack?
To begin integrating Clio with Slack, you need to set up a workflow in our platform. Start by selecting Clio as your trigger app and choose the event that will initiate the workflow, such as 'New Matter.' Then, select Slack as your action app to decide what action should be taken following the trigger.
What triggers are available for integrating Clio with Slack?
We offer several triggers for Clio when integrating it with Slack. Some common triggers include 'New Matter,' 'Updated Contact,' or 'New Task.' These will activate workflows that send notifications or messages in Slack channels based on the selected criteria.
Can I customize message content when sending from Clio to Slack?
Yes, our platform allows you to customize message content entirely when a workflow sends information from Clio to Slack. You can include specific details from a matter, contact information, or deadlines to ensure relevant data reaches your team via the chosen Slack channel.
What actions can be performed in Slack through this integration?
Once the trigger event from Clio occurs, various actions can be executed in Slack such as sending a channel message, direct messaging a user, or updating an existing message. This ensures team members receive timely updates without leaving their communication hub.
Is it possible to update information back into Clio after an action occurs in Slack?
Currently, our integration primarily supports actions initiated by events in Clio that result in communication updates within Slack. Direct updates back into Clio post-Slack action are not supported at this moment.
How do I handle errors during the integration process?
If an error occurs during the setup or execution of your integration between Clio and Slack, you can review detailed logs provided by our platform for troubleshooting steps. Most issues can be resolved by checking API credentials or reviewing permissions set within both applications.
Are there any prerequisites before setting up the integration between Clio and Slack?
Before setting up your integration, ensure that you have active accounts with both Clio and Slack. Additionally, ensure proper permissions are configured so that our platform can access necessary data on both sides to facilitate smooth operation of triggered workflows and actions.
