Case Status + Clio
Send messages in Case Status for newly-updated task statuses in Clio
Make sure your clients get a follow-up message with this Zapier automation. This integration will automate a message to your client once a new task has been completed within a Clio matter. If needed, a filter can be applied to send a message to Case Status based on a specific task in Clio.
Make sure your clients get a follow-up message with this Zapier automation. This integration will automate a message to your client once a new task has been completed within a Clio matter. If needed, a filter can be applied to send a message to Case Status based on a specific task in Clio.
- When this happens...Task Status Updated
Triggers when the status of a task has changed.
- automatically do this!Send Message
Send a Message on a Case
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About Case Status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.