Clio + Spoki

Create and send Spoki templates for new Clio contacts

When a new contact is added in Clio, streamline your communication process by sending a personalized message through Spoki. This integration helps you efficiently manage your client communication, ensuring no one slips through the cracks and your new contacts receive a warm welcome, fostering a strong relationship from the start.

When a new contact is added in Clio, streamline your communication process by sending a personalized message through Spoki. This integration helps you efficiently manage your client communication, ensuring no one slips through the cracks and your new contacts receive a warm welcome, fostering a strong relationship from the start.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SpokiSpoki
    Send Template

    Sends a Template

    ActionWrite
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Start free with email
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Document

    Triggers when a new document is created.

    Trigger
    Scheduled
    Try It
  • Clio triggers, actions, and search

    New Bill

    Triggers when a new bill is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    Trigger
    Instant
    Try It
clio logo
clio logo

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
spoki logo
spoki logo

About Spoki

Spoki allows you to automate and use Whatsapp in your communication and marketing strategy. You can interact with your customers in a completely new way, adding buttons on your pre-approved template messages.
Learn more

Related categories

  • Communication