Clio + Missive + SMS by Zapier Integrations

How to connect Clio + Missive + SMS by Zapier

Zapier lets you send info between Clio and Missive and SMS by Zapier automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with Clio + Missive + SMS by Zapier

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Clio, Missive, and SMS by Zapier. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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
- Organization
- Comment is a task?
- Comment text contains
- Comment text starts with
- Comment text ends with
Trigger
Instant
Try It
- Contact BookRequired
- KindRequired
Trigger
Scheduled
Try It
- TypeRequired
- Organization
- Message contains
Trigger
Instant
Try It
- Subject
- Body
- Account
- From Name
- From Address
- From Phone Number
- name
- address
- Phone number
- Recipient ID
- Recipient username
- name
- address
- name
- address
- Filename
- Base 64 Data
- Send
- Conversation Subject
- Conversation Color
- Conversation
- References
- Add To Inbox
- Organization
Action
Write
- Contact IdRequired
- Contact BookRequired
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Write
- Contact BookRequired
- SearchRequired
- Order
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Search or 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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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 nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- Client
- Client Reference
- Matter 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
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
New Contact Book
Triggers when a contact book is created.
Trigger
Scheduled
Try It
- Contact BookRequired
Trigger
Scheduled
Try It
- Contact BookRequired
- First Name
- Last Name
- Middle Name
- Phonetic First Name
- Phonetic Last Name
- Phonetic Middle Name
- Prefix
- Suffix
- Nickname
- File As
- Notes
- Starred
- Gender
Action
Write
- Author Name
- Author avatar
- Conversation Icon
- Notification TitleRequired
- Notification BodyRequired
- Text
- Color
- Pretext
- Author Name
- Author Link
- Author Icon
- Title
- Title Link
- Image Url
- Attachment Text
- Date
- Footer
- Footer Icon
- Conversation Subject
- Conversation Color
- Conversation
- References
- Add To Inbox
- Organization
Action
Write
- Contact BookRequired
- SearchRequired
- Order
Action
Search
- Send V 2 Copy
- From Number
- MessageRequired
Action
Write

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How Clio + Missive + SMS by Zapier Integrations Work

Step 1: Authenticate Clio, Missive, and SMS by Zapier.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Clio + Missive + SMS by Zapier

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Missive

Email, group chat and tasks for productive teams. One app for all your internal and external communication.

Learn more Help

Related categories

Customer Support

About SMS by Zapier

Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!

Help

Related categories

Other Clio + SMS by Zapier Integrations

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Clio + Missive + SMS by Zapier Integrations

How to connect Clio + Missive + SMS by Zapier

Do even more with Clio + Missive + SMS by Zapier

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Due At

Create Calendar Entry

Description

Location

All Day Event

Send Email Notification

Contact Attendee

Matter

Create Company Contact

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Create Matter Folder

Create Matter Note

Date

Create Task

Matter

Task Due Date

Task Priority

Task Status

Notify Assignee

Notify Completion

Statute of Limitations

Update Person Contact

Prefix

First name

Middle name

Last name

Title

Date of Birth

Email Address

Street

City

Province

Postal Code

Country

Website

Phone Number

Instant Messenger

Company

Update Task

Name

Description

Matter

Task Due Date

Task Priority

Task Status

Notify Completion

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Company Contact

Search Type

Find Matter

Search Type

Find Matter by Custom Field

Find User

Find or Create a Matter

Search Type

Group

Client Reference

Practice Area