Integrate Clio with SMS by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with SMS by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Clio

A trigger is an event that starts your Zap and runs the workflow. For example, with Clio, a trigger could be "New Activity."

A trigger is the event that kicks off your automated workflow.

Setup an action from SMS by Zapier

An action is what takes place after the automation is triggered. For example, with SMS by Zapier, the action could be "Send SMS."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Clio to SMS by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Clio to SMS by Zapier with a Zapier template.

Our most popular template

Send SMS messages when new communications are created in Clio
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Clio + SMS by Zapier

Send SMS messages when new communications are created in Clio

Details

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Clio + SMS by Zapier

Make work flow with AI

Level up your Clio to SMS by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Clio + SMS by Zapier integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and SMS by Zapier

How does the integration between Clio and SMS by Zapier work?

The integration between Clio and SMS by Zapier allows you to automate communication via text messages based on activities within Clio. You can set up triggers in Clio, such as creating a new contact or updating a matter, which will then send an SMS message using the specified template in Zapier.

Can I customize the text message sent through SMS by Zapier when triggered by an event in Clio?

Yes, you can customize the text message content that is sent when a trigger from Clio fires. During the setup in Zapier, you can select dynamic fields from your Clio account to include in the SMS text, allowing for personalized messages tailored to specific events or contacts.

What types of triggers can I set up with Clio to work with SMS by Zapier?

Triggers can be based on various events such as new lead creation, updates to existing matters, new appointments being scheduled, or changes in task status within Clio. These triggers prompt predefined actions within SMS by Zapier.

Are there any limitations on the number of SMS messages I can send through this integration?

The number of SMS messages you can send depends on your plan with both Clio and Zapier. We recommend checking your current usage limits within your profiles to ensure your needs are met without exceeding limits.

How secure is my data when integrating Clio with SMS by Zapier?

We prioritize data security and employ industry-standard encryption for data transferred between Clio and our platform. Both platforms adhere to strict security measures to protect user information during automated processes.

Can I send international text messages using this integration?

Yes, our integration supports sending international text messages. However, it's essential to verify that your current plans with both Clio and SMS by Zapier cover international messaging costs as these can vary significantly.

Is it possible to schedule an SMS delivery for a later time using this setup?

Currently, scheduling future delivery times for SMS messages via our integration is not supported out-of-the-box. You would need additional steps through other tools like Google Calendar combined with delays in Zap workflows.

Connect Clio and SMS by Zapier 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Clio and SMS by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Scheduled
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Company Name
- Matter
Action
Write
- Subject
  Required
- Note Detail
  Required
- Matter
- Date
  Required
Action
Write
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Company Name
- Description
- Type of Assignee
  Required
- Matter
- Due At
- Task Priority
- Status
- Notify Completion
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- 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
Search or write
- Send_v2_copy
- From_number
- Message
  Required
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
Scheduled
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
- Subject
  Required
- Body
  Required
- Contact Type
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- 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
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Description
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter ID
  Required
- Client
  Required
- Client Reference
- 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
- Document
  Required
- Matter
Action
Write
- Invoice_number
- Matter ID
  Required
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

Learn how to automate Clio on the Zapier blog

Learn how to automate SMS by Zapier on the Zapier blog

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

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