Connect inMobile - SMS gateway and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for inMobile - SMS gateway
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use inMobile - SMS gateway and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your inMobile - SMS gateway integrations.
Create or Update Contact
Create a new record or update an existing one in your app
Add phone number to Blacklist
After this, you will not be able to send SMS messages to the mobile number.
Delete a Contact
Delete a contact from inMobile.
Remove Phone Number From Blacklist
Remove a phone number from the blacklist.
Send SMS Message
Send an SMS message to one or more recipients.
Send SMS using SMS templates
Send an SMS using a saved template
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Frequently Asked Questions
To start, connect both your inMobile - SMS gateway and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in inMobile - SMS gateway triggers actions in Clio (or vice versa).
Absolutely. You can customize how inMobile - SMS gateway data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between inMobile - SMS gateway and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between inMobile - SMS gateway and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About inMobile - SMS gateway
inMobile is a powerful SMS gateway service that enables businesses to efficiently manage and send SMS communications. Ideal for marketing campaigns, customer notifications, and transactional messages, inMobile offers robust features for seamless SMS integration.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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