Clio + SimpleTexting Integration

Integrate Clio to SimpleTexting in one click, or tell Integrately AI how you want each client contact handled. Send welcome texts, notify clients, update records, and trigger follow-up messages automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • SimpleTexting
    New message is received in SimpleTexting Instant
Arrow Right
2.
  • 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
  • SimpleTexting
    Send SMS message in SimpleTexting
  • SimpleTexting
    Send MMS message in SimpleTexting
  • SimpleTexting
    Create contact in SimpleTexting
  • SimpleTexting
    Remove contact in SimpleTexting

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Ready Workflows Ready Workflows for Clio + SimpleTexting Integration

Send client texts, create contacts, sync matter updates, notify staff, and trigger reminders, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

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Connect more apps to your Clio + SimpleTexting flow

Extend your client communications with scheduling, billing, team chat, and email tools after your core automation finishes. Pick a combination and activate it in one click.

Clio
SimpleTexting
+
Google CalendarGoogle Calendar (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
C
G
S
Create a Google Calendar event from every new Clio contact, and send a welcome text in SimpleTexting
New Clio contacts automatically generate a Google Calendar event and trigger a welcome text in SimpleTexting, eliminating manual scheduling and messaging.
C
G
S
When a calendar entry is created in Clio, add it to Google Calendar and send a reminder text in SimpleTexting
Clio calendar entries immediately appear in Google Calendar while SimpleTexting sends an automated reminder text to the client.
C
G
S
Create a Google Calendar meeting for every new Clio matter, and notify the client via SimpleTexting
New legal matters in Clio instantly book a Google Calendar meeting and send an informative SMS update in SimpleTexting.
C
G
S
When a Clio task is created, add a reminder in Google Calendar and send a task notification in SimpleTexting
Clio tasks automatically block calendar time in Google Calendar and trigger a notification text in SimpleTexting.

Supported triggers and actions for Clio and SimpleTexting

Mix and match to build the exact automation you need

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
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SimpleTexting
SimpleTexting Triggers & Actions
Instant
New message is received in SimpleTexting
Triggers the automation when a new message is received
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Send SMS message in SimpleTexting
Sends a text message to particular recipients
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Send MMS message in SimpleTexting
Sends multimedia messages to designated recipients
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Create contact in SimpleTexting
Adds a new contact to the database
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Remove contact in SimpleTexting
Deletes a contact from the contact list
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What can you automate with Clio + SimpleTexting?

Streamline legal workflows by connecting Clio practice management events directly to automated text messaging in SimpleTexting.

What you can automate?
💬
Send automated SMS for new Clio contacts
Trigger instant welcome text messages in SimpleTexting the moment a new contact is created in Clio. Eliminate manual typing and engage clients right away.
📋
Capture every custom field and detail
Map all available contact data and matter details from Clio into your SimpleTexting contacts and messages. Ensure no important legal detail is left behind.
🔔
Notify staff and clients instantly
Alert your team and send timely reminders to clients whenever a new calendar entry, task, or matter is created in Clio. Keep everyone on the same page.
🔀
Route messages based on matter attributes
Send different text message templates in SimpleTexting depending on the practice area or custom field value submitted in your Clio matters.
🔄
Keep contact records synchronized
Automatically update contact information and communication history in SimpleTexting whenever corresponding person or company contacts are modified in Clio.
🔍
Search and update without duplicates
Search existing contacts in SimpleTexting before creating new records, ensuring your lists remain clean and free of duplicate entries.
⏱️
Manage billing and payment status changes
Trigger automated payment reminder texts in SimpleTexting whenever bill states or invoices are updated in Clio.
🌐
Extend workflows to Slack and Google Calendar
Combine Clio and SimpleTexting with Slack or Google Calendar to notify internal teams, schedule meetings, and automate multi-step legal operations.
And much more...

Who is Clio + SimpleTexting integration for?

Legal professionals, practice managers, and client coordinators use this integration to automate client messaging, eliminate manual data entry, and keep case communications synchronized.

Legal practice managers
Legal practice managers
Client intake specialists
Client intake specialists
Managing partners
Managing partners
Legal assistants
Legal assistants
Billing coordinators
Billing coordinators
Compliance officers
Compliance officers
📈
Legal practice managers
You oversee billable hours and matter statuses in Clio but your reporting numbers are always delayed because details are logged manually, so the metrics you review are hours behind — automating both apps means every contact and update flows instantly and your data stays current.
Client intake specialists
You need to act fast when prospective clients sign up in Clio, but manual text outreach leaves leads waiting too long and hurts conversion rates — with this integration, every new contact triggers immediate text messaging in SimpleTexting so no inquiry goes cold.
🤝
Managing partners
You answer to clients who expect real-time case updates, but manual communication tracking leads to gaps and client dissatisfaction — this integration means every matter milestone automatically triggers client updates and keeps relationships strong.
📋
Legal assistants
The volume of client matters and follow-up tasks is too high for anyone to keep up by hand, leading to missed messages and scheduling errors — automating both apps means routine notifications and reminders run without manual intervention.
💼
Billing coordinators
You own payment follow-ups and depend on upstream billing updates to notify clients, but delayed communication delays cash flow — connecting these apps means every bill update instantly triggers payment reminders in SimpleTexting.
🛡️
Compliance officers
You need a reliable audit history of client communications, but manual logging often leaves gaps between Clio records and text messages — with this integration, every interaction is tracked accurately across platforms.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + SimpleTexting

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

1,500+ apps connected
1,500+ apps connected
Connect Clio + SimpleTexting 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to SimpleTexting?
Frequently Asked Questions
You can connect Clio to SimpleTexting in 1 click using ready workflows or by asking Integrately AI to build your custom automation. It also connects seamlessly with Google Calendar, Microsoft Outlook, QuickBooks Online, Slack, Gmail, and Calendly.
Can I send automated text messages when a new client contact is created in Clio?
Frequently Asked Questions
Can I connect Clio, SimpleTexting, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and SimpleTexting?
Frequently Asked Questions
How do matter updates in Clio trigger SimpleTexting messages?
Frequently Asked Questions
Can SimpleTexting contacts automatically update records in Clio?
Frequently Asked Questions
Is coding required to set up Clio and SimpleTexting automations?
Frequently Asked Questions
Is the Clio and SimpleTexting integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Clio or SimpleTexting With 1500+ Other Apps

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SimpleTexting
Popular SimpleTexting Integrations
Sync SimpleTexting with marketing, email, and support platforms to scale your text message campaigns.