Clio + Text Request

Create or update Text Request contacts from new Clio activities

Stay organized and efficient by seamlessly connecting your Clio and Text Request apps with this workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Text Request, ensuring your contacts are always up to date. Save time and boost productivity by streamlining your contact management process.

Stay organized and efficient by seamlessly connecting your Clio and Text Request apps with this workflow. Whenever a new activity occurs in Clio, this automation will create or update a contact in Text Request, ensuring your contacts are always up to date. Save time and boost productivity by streamlining your contact management process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    Text RequestText Request
    Create or Update Contact

    Creates a new contact or updates the name of an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
text-request logo
text-request logo

About Text Request

Text Request is a business texting platform that helps your company communicate via SMS.
Learn moreHelp

Related categories

  • Phone & SMS