Send TextMagic Message for new Clio Contact
Send TextMagic Message for new Clio Contact
Clio + TextMagic Integration
Integrate Clio to TextMagic in one click, or tell Integrately AI how you want each client matter handled. Send appointment reminders, deliver case updates via text, notify staff, and keep clients informed 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
Incoming message is received in TextMagic Instant- Missed an incoming call in TextMagic Instant
- Incoming call is received in TextMagic Instant
- Subscriber is unsubscribed in TextMagic Instant
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 message in TextMagic
- Create contact in TextMagic
- Add contact to list in TextMagic
- Search contact in TextMagic
- Remove contact from list in TextMagic
- Lookup phone in TextMagic
- Lookup email in TextMagic
- Set custom field value in TextMagic
- Change forwarding number in TextMagic
- Create list in TextMagic
- Search list in TextMagic
Trusted by experts at...
Ready Workflows for Clio + TextMagic Integration
Capture client details, send SMS reminders, update communication records, and notify your legal team, all in just one click.
Most popular automations
When Contact is created in Clio, create Contact in TextMagic
When Contact is created in Clio, create Contact in TextMagic
Send TextMagic Message for new Clio Task
Send TextMagic Message for new Clio Task
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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 + TextMagic flow
Schedule consultations, log invoices in your accounting software, or notify your team channels. Pick a combination and activate it in one click.
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Google Calendar (8)
Google Calendar (8) +
Calendly (8)
Calendly (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Slack (8)
Slack (8) +
Gmail (8)
Gmail (8) +
Google Drive (8)
Google Drive (8) C
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When a matter is created in Clio, create an event in Google Calendar and send a text message in TextMagic
New Clio matters instantly schedule a Google Calendar entry and dispatch a TextMagic SMS alert, removing manual scheduling steps.
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When a calendar entry is created in Clio, send a confirmation in TextMagic and add an event in Google Calendar
Clio calendar entries automatically trigger a TextMagic confirmation text and update Google Calendar without extra data entry.
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When a task status updates in Clio, update the Google Calendar schedule and send a notification text via TextMagic
Clio task status changes update your Google Calendar timeline and alert stakeholders via TextMagic instantly.
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When a new Google Calendar event is booked, create a matter in Clio and send a welcome text in TextMagic
Google Calendar bookings automatically generate a Clio matter and trigger a TextMagic welcome message.
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If a Clio calendar entry is marked urgent, schedule a priority meeting in Google Calendar and send an urgent text alert via TextMagic
Urgent Clio calendar entries trigger priority Google Calendar placement and instant TextMagic alerts.
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When a bill state is updated in Clio, adjust the Google Calendar follow-up event and send a payment reminder via TextMagic
Billing updates in Clio modify your Google Calendar follow-ups and trigger TextMagic payment reminders.
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Use Claude to summarize Clio calendar notes, create an event in Google Calendar, and send a briefing via TextMagic
Claude analyzes Clio calendar notes to schedule Google Calendar events and send TextMagic briefings.
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Turn every Clio calendar entry into a Google Calendar meeting, send a confirmation text via TextMagic, and create a tracking task in Asana
Clio calendar entries sync to Google Calendar, trigger TextMagic confirmations, and log follow-up tasks in Asana.
Supported triggers and actions for Clio and TextMagic
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 → TextMagic Triggers & Actions
Instant
Incoming message is received in TextMagic
Triggers the automation when an incoming SMS is received
Try it → Instant
Missed an incoming call in TextMagic
Triggers the automation when an incoming call is missed
Try it → Instant
Incoming call is received in TextMagic
Triggers the automation when an incoming call is received
Try it → Instant
Subscriber is unsubscribed in TextMagic
Triggers the automation when a subscriber opts out from further communication
Try it → What can you automate with Clio + TextMagic?
Connect Clio and TextMagic to instantly streamline client communications, text notifications, and record updates without manual entry.
📨
Send automated SMS alerts for new matters
Trigger instant text messages in TextMagic the moment a new matter is created in Clio. Keep clients informed immediately without manual text typing.
📝
Capture every submitted contact detail
Map all custom fields and client contact details between Clio and TextMagic. Ensure your messaging lists contain accurate phone numbers and names.
⚡
Notify staff of incoming messages instantly
Alert your legal team the second an inbound client message or missed call is received in TextMagic. Route inquiries to the right staff member right away.
🔀
Route messages based on matter attributes
Send different text message templates depending on the matter type or custom field submitted in Clio. Personalize communication for every unique legal case.
🔄
Keep records updated as cases evolve
Automatically update Clio matter notes and communication logs whenever text message conversations occur in TextMagic. Maintain a unified history in one place.
🔍
Search and update instead of duplicating
Look up existing contacts in TextMagic before creating new entries, preventing duplicate records when multiple matters share the same client.
💳
Trigger payment reminders on bill updates
Send automated payment reminders via TextMagic whenever a bill state is updated or an invoice becomes overdue in Clio.
🔗
Extend your workflow to team channels
Connect Clio and TextMagic with Slack to post team notifications alongside your automated client text messages in one smooth pipeline.
And much more...
Who is Clio + TextMagic integration for?
Legal professionals, law firm administrators, and client support teams looking to automate client communications and eliminate manual reminders across Clio and TextMagic.
Practice Managers
Managing Partners
Client Relations Specialists
Receptionists and Intake Staff
Paralegals
Compliance Officers
📊
Practice Managers
You're reviewing matter progress reports but your client logs only update when someone manually exports records, so the metrics you're tracking against are always hours behind — this integration means every new matter update lands instantly and your data stays current.
⚖️
Managing Partners
You need to act fast on urgent client inquiries, but you find out about missed messages too late because notifications stay trapped inside disconnected apps — this integration means every inbound client text triggers an immediate alert and keeps your firm responsive.
🤝
Client Relations Specialists
You answer to clients who want to see constant progress on their legal matters, but manual follow-up texts take hours away from billable work — with this integration, every matter status change automatically sends customized SMS updates to keep clients informed.
📞
Receptionists and Intake Staff
The volume of new consultation requests is too high for anyone to keep up by hand, leading to missed bookings and delayed client callbacks — automating both apps means every new contact and booking immediately triggers confirmation texts without manual effort.
📁
Paralegals
You own the next task in a legal workflow and depend on attorneys to hand over case details, but information gets lost between notes and chat tools — connecting these apps means every new task in Clio instantly generates structured follow-up workflows.
📋
Compliance Officers
You need a reliable history of client communications and keep finding audit gaps caused by manual record-keeping errors — this integration means every communication log and bill state update is recorded across systems with zero missing entries.
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 + TextMagic
Build and manage your Clio + TextMagic automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clio + TextMagic 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
Connect Clio + TextMagic Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clio to TextMagic?
You can connect Clio to TextMagic in 1-click using ready templates on Integrately or by asking Integrately AI to build the automation and map the fields. It takes minutes to link your accounts along with other tools like Google Calendar, Slack, and Gmail.
How can I send automated SMS text reminders for new Clio matters?
Can I connect Clio, TextMagic, and Slack?
What is a good Zapier alternative for Clio and TextMagic?
How does Clio handle contact updates during automation?
How does TextMagic deliver messages when a trigger fires in Clio?
Can I automate Clio and TextMagic without any coding?
Is the Clio and TextMagic integration free?
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