Send Textgun SMS Message for new Clio Contact
Send Textgun SMS Message for new Clio Contact
Clio + Textgun SMS Integration
Integrate Clio to Textgun SMS in one click, or tell Integrately AI how you want each matter handled. Notify clients instantly, send text reminders, update your logs, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in Clio Instant- Task is created in Clio Instant
- Matter is created in Clio Instant
- Communication is created in Clio Instant
- Bill state is updated in Clio Instant
- Task status has updated in Clio Instant
- Calendar entry is created in Clio Instant
- Matter status has updated in Clio Instant
- Matter note is created in Clio
- Activity is created in Clio Instant
- New bill is created in Clio Instant
- Document is created in Clio
Message is received in Textgun SMS
2.
- Search task by name in Clio
- Assign task template list to matter in Clio
- Upload document in Clio
- Update task in Clio
- Create communication in Clio
- Create task in Clio
- Create person contact in Clio
- Update person contact in Clio
- Search person contact in Clio
- Search contact by custom field in Clio
- Create time entry (Activity) in Clio
- Update matter in Clio
- Create matter in Clio
- Create matter note in Clio
- Create matter folder in Clio
- Create calendar entry in Clio
- Search matter in Clio
- Create expense entry (Activity) in Clio
- Search matter by custom field in Clio
- Create company contact in Clio
- Update company contact in Clio
- Search company contact in Clio
- Search user in Clio
- Search bill in Clio
- Send SMS message in Textgun SMS
Trusted by experts at...
Ready Workflows for Clio + Textgun SMS Integration
Send client notifications, alert your team about new matters, confirm tasks, and trigger text follow-ups, all in just one click.
Most popular automation
Send Textgun SMS Message for new Clio Task
Send Textgun SMS Message for new Clio Task
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Clio + Textgun SMS flow
Connect Google Calendar, Gmail, and other tools to keep your practice management and messaging synchronized. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Clio (4)
Clio (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) C
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Create a Google Calendar entry when a Clio matter is created, and send a confirmation via Textgun SMS
New Clio matters instantly generate a Google Calendar entry and trigger a Textgun SMS notification, keeping your schedule and client updates aligned.
C
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When a Clio task is created, update Google Calendar and send an SMS alert via Textgun SMS
Clio tasks automatically update your Google Calendar schedule and dispatch a Textgun SMS reminder, keeping your team and clients informed.
C
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Schedule a Google Calendar entry for new Clio communications and send an SMS notice in Textgun SMS
Clio communications automatically log in Google Calendar while Textgun SMS notifies the relevant parties instantly.
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When a Clio calendar entry is created, update Google Calendar and send an SMS confirmation via Textgun SMS
Clio calendar entries synchronize with Google Calendar and trigger an instant Textgun SMS confirmation.
Supported triggers and actions for Clio and Textgun SMS
Mix and match to build the exact automation you need
Clio Triggers & Actions
Instant
Communication is created in Clio
Triggers the automation when a new communication is created
Try it → Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
Try it → Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
Try it → Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
Try it → Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
Try it → Matter note is created in Clio
Triggers the automation when a new note is added to any matter
Try it → Textgun SMS Triggers & Actions
What can you automate with Clio + Textgun SMS?
Streamline your legal practice workflows by connecting matter updates, client communications, and instant text messaging automatically.
📱
Send SMS alerts on new matters
Trigger instant text messages in Textgun SMS whenever a new matter or contact is created in Clio, keeping clients informed immediately.
📋
Capture every submitted field
Map all available Clio matter details and custom fields directly into your text messages instead of generic notifications.
🔔
Notify clients instantly
Dispatch automated SMS reminders as soon as tasks or calendar entries are updated in Clio.
🔀
Route messages by practice area
Send tailored text templates depending on the specific practice area or custom field submitted in Clio.
🔄
Keep billing and task statuses updated
Automatically send text notifications whenever a bill state or task status changes within Clio.
🔍
Search and update records smoothly
Search existing contacts and tasks in Clio before triggering your text messages to prevent duplicate outreach.
💳
Handle billing and payment reminders
Send automated payment notices via Textgun SMS the moment a new bill is created or updated in Clio.
🔗
Extend your workflow to Google Calendar
Connect Clio and Textgun SMS with Google Calendar to schedule events and notify clients in a single automated pipeline.
And much more...
Who is Clio + Textgun SMS integration for?
Law firms and legal professionals eliminate manual text updates, keep client communication synchronized, and streamline practice workflows automatically.
Firm administrators
Intake coordinators
Practice partners
Legal receptionists
Paralegals
Compliance officers
📈
Firm administrators
You rely on matter counts and billing reports to steer firm strategy, but manual status tracking leaves your metrics outdated — this integration means every matter update flows instantly and your data stays current.
⚡
Intake coordinators
You need to reach prospective clients the moment a new file opens, but delayed manual texting means leads go cold before you connect — with this integration, every new matter triggers an instant text message.
⚖️
Practice partners
You answer to clients asking for regular progress updates, but piecing together communication logs by hand creates frustrating blind spots — automating both apps means complete transparency and happier clients.
📞
Legal receptionists
The volume of new matters and client inquiries is too high to keep up with manual reminders, leading to missed notifications — automating both apps means every task and matter triggers text alerts effortlessly.
📋
Paralegals
You own the document preparation and task execution depending on upstream matter creation, but handovers get delayed in transit — with this integration, every workflow step initiates immediately without waiting.
🛡️
Compliance officers
You need an airtight audit trail of every client communication and matter change, but manual logging leaves glaring gaps in your records — automating both apps means complete and reliable history across your practice.
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 + Textgun SMS
Build and manage your Clio + Textgun SMS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + Textgun SMS with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Clio to Textgun SMS?
You can connect Clio to Textgun SMS in just one click using ready-made templates or ask Integrately AI to build your workflow. Integrate seamlessly with tools like Google Calendar, Gmail, and Slack with 24/5 live chat support.
Can I automatically send SMS messages when a new matter is created in Clio?
Can I connect Clio, Textgun SMS, and Google Calendar?
What is a good Zapier alternative for Clio and Textgun SMS?
How does Clio handle contacts and matters in this integration?
Can Textgun SMS send messages to any phone number from Clio triggers?
Do I need coding skills to automate Clio and Textgun SMS?
Is the Clio and Textgun SMS integration free?
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