Heymarket SMS + Clio Integration

Integrate Clio to Heymarket SMS in one click, or tell Integrately AI how you want each client matter handled. Notify clients, send text follow-ups, update contact details, and log communications automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Heymarket SMS
    Contact is created in Heymarket SMS
  • Heymarket SMS
    New message is received in Heymarket SMS
  • Heymarket SMS
    New inbox is created in Heymarket SMS
  • Heymarket SMS
    New template is created in Heymarket SMS
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
Arrow Right
2.
  • Heymarket SMS
    Send message in Heymarket SMS
  • Heymarket SMS
    Create a contact in Heymarket SMS
  • Heymarket SMS
    Create a template in Heymarket SMS
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio

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Ready Workflows Ready Workflows for Clio + Heymarket SMS Integration

Capture client inquiries, send automated text updates, keep contact lists synced, alert your legal team, and trigger follow-ups, all in just one click.

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Heymarket SMS flow

Connect Google Calendar, QuickBooks Online, Gmail, Slack, and DocuSign to handle scheduling, invoicing, team notifications, and document signing after your core automation runs. Pick a combination and activate it in one click.

Heymarket SMS
Clio
+
Google CalendarGoogle Calendar (3)
+
ClioClio (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
DocuSignDocuSign (3)
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G
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Create a Google Calendar entry when a new matter is created in Clio, and send a confirmation text in Heymarket SMS.
New Clio matters instantly schedule a Google Calendar event and trigger a text message via Heymarket SMS, keeping schedules aligned and clients informed.
G
C
H
When a Google Calendar entry is updated, update the matching matter in Clio and send a status update in Heymarket SMS.
Calendar schedule changes automatically update your Clio matter details and notify clients through Heymarket SMS.
G
C
H
Use Claude to summarise Google Calendar meeting notes for a Clio matter, and send a recap via Heymarket SMS.
Claude generates meeting summaries from calendar notes, logs them in Clio, and texts clients using Heymarket SMS.

Supported triggers and actions for Heymarket SMS and Clio

Mix and match to build the exact automation you need

Heymarket SMS
Heymarket SMS Triggers & Actions
Contact is created in Heymarket SMS
Triggers the automation when a new contact is created
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New message is received in Heymarket SMS
Triggers the automation when a new message is received
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New inbox is created in Heymarket SMS
Triggers the automation when a new inbox is created
Try it →
New template is created in Heymarket SMS
Triggers the automation when a new template is created
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Send message in Heymarket SMS
Sends a message to a recipient
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Create a contact in Heymarket SMS
Adds a new contact to the contact list
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Create a template in Heymarket SMS
Creates a new template
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Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
Try it →

What can you automate with Clio + Heymarket SMS?

Streamline your legal practice by connecting client matters, tasks, and billing updates directly to automated text messaging workflows.

What you can automate?
💬
Send instant text updates for new matters
Trigger an automated Heymarket SMS message the moment a new matter is created in Clio to welcome your clients immediately.
📋
Capture every submitted field and note
Map custom matter notes and client contact details directly into your text templates for highly personalized communication.
🔔
Alert clients as soon as tasks finish
Notify clients instantly via Heymarket SMS whenever a legal task status updates to completed in Clio.
🔀
Route messages based on matter status
Send different text workflows depending on whether a matter is set to consultation, active litigation, or pending settlement.
🔄
Keep your communication history updated
Log outbound and inbound Heymarket SMS interactions back into Clio communications automatically so your case files stay complete.
🔍
Search and update existing contacts
Lookup existing contacts by custom fields before creating new entries, preventing duplicate records across your firm database.
💳
Automate billing and payment notifications
Send payment reminders via Heymarket SMS whenever a new bill is generated or bill state is updated in Clio.
📅
Extend workflows to Google Calendar
Create calendar entries automatically whenever a new Clio matter is established, keeping attorney schedules perfectly synced.
And much more...

Who is Clio + Heymarket SMS integration for?

Legal practices, case managers, and client intake coordinators automate communication workflows to keep matters organised and clients informed without manual messaging.

Practice administrators
Practice administrators
Intake coordinators
Intake coordinators
Paralegals and legal assistants
Paralegals and legal assistants
Managing partners
Managing partners
Case managers
Case managers
Compliance officers
Compliance officers
📈
Practice administrators
You oversee firm reporting and need matter metrics to reflect true operational velocity, but intake logs and text conversations live in separate silos so your pipeline reports are always incomplete — this integration means every new matter and text exchange syncs instantly to keep your dashboard accurate.
Intake coordinators
You need to respond to prospective clients the moment they submit their details, but manual messaging leaves prospects waiting hours for a reply while competitors reach them first — with this integration, every new contact in Clio triggers an instant text via Heymarket SMS so you capture leads immediately.
⚖️
Paralegals and legal assistants
You answer to attorneys and clients who constantly ask for case status updates, but gathering progress details requires jumping between practice tools and message logs — automating both apps means every task completion and matter update instantly dispatches client text notifications without manual lookups.
📊
Managing partners
Firm communication volume is too high for anyone to keep up by hand across multiple messaging platforms, leading to missed follow-ups and inconsistent client outreach — automating both apps means every communication log and billing state change updates seamlessly across your practice management stack.
🤝
Case managers
You own the next client touchpoint and depend on attorneys to hand over task statuses before you can text updates, causing frustrating delays in client communication — connecting these apps means completed tasks in Clio immediately trigger outbound text messages through Heymarket SMS.
🗂️
Compliance officers
You need a reliable audit history of all client communications and matter notes, but manual logging often leaves gaps where text messages were sent outside the official record — this integration means every client text and matter note creates an accurate, centralised log automatically.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Heymarket SMS + Clio

Build and manage your Heymarket SMS + Clio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Heymarket SMS + Clio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Clio to Heymarket SMS?
Frequently Asked Questions
You can connect Clio to Heymarket SMS in just one click using ready-made workflows on Integrately. With 42,000+ active users, you can also use Integrately AI to build custom multi-step legal automations connecting Google Calendar, Gmail, Slack, and other tools without writing code.
Can I automatically send text messages when a new matter is created in Clio?
Frequently Asked Questions
Can I connect Clio, Heymarket SMS, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Heymarket SMS?
Frequently Asked Questions
How does Clio handle contact and matter synchronisation?
Frequently Asked Questions
How are messages managed in Heymarket SMS through automation?
Frequently Asked Questions
Do I need coding skills to automate Clio and Heymarket SMS?
Frequently Asked Questions
Is the Clio and Heymarket SMS integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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