Connect MSG91 and Clio
Integrate MSG91 with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Campaign via MSG91 when New Matter Created in Clio
Send a Mail via MSG91 when New Matter Created in Clio
Create or Update Contact in Segmento in MSG91 when New Matter Created in Clio
Search a specific contact in Segmento in Msg91 when New Matter Created in Clio
Schedule a Template SMS via MSG91 when New Matter Created in Clio
Popular MSG91 + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
MSG91
When this happens...
When a new inbound or outbound WhatsApp delivery report arrives
When an SMS is confirmed as delivered
When a new voice call is made or received
When an RCS message delivery report is received
When an OTP is sent
When a new email delivery report is received
When your account receives a push notification
New Ticket Arrives
New Call Completed
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create Report
Get Report
Download Report
Get All Reports
Send Campaign via MSG91 when New Matter Created in Clio
Use this flowSend a Mail via MSG91 when New Matter Created in Clio
Use this flowCreate or Update Contact in Segmento in MSG91 when New Matter Created in Clio
Use this flowSearch a specific contact in Segmento in Msg91 when New Matter Created in Clio
Use this flowSchedule a Template SMS via MSG91 when New Matter Created in Clio
Use this flowList WhatsApp Templates from MSG91 when New Matter Created in Clio
Use this flowValidate Email Address with MSG91 when New Matter Created in Clio
Use this flowGet all Contacts in a Phonebook from MSG91 Phonebook when New Matter Created in Clio
Use this flowGet a Contact in Phonebook from MSG91 when New Matter Created in Clio
Use this flowGet all Segment in Msg91 when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between MSG91 and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new inbound or outbound WhatsApp delivery report arrives
Runs the workflow automatically whenever a new inbound or outbound WhatsApp delivery report arrives.
When an SMS is confirmed as delivered
Runs the workflow automatically whenever an SMS sent from your account is confirmed as delivered.
When a new voice call is made or received
Runs the workflow automatically whenever a new outbound or inbound voice call is made or received.
When an RCS message delivery report is received
Runs the workflow automatically whenever a delivery report is received for a sent or received RCS message.
When an OTP is sent
Runs the workflow automatically whenever an OTP is sent using MSG91's SendOTP service.
When a new email delivery report is received
Runs the workflow automatically when a new email delivery report is received.
Do thisActions
Action is the task that follows automatically within your MSG91 integrations.
Send Campaign
Send the selected campaign
Send Template SMS
Send a selected SMS template to one or more phone numbers and optionally fill template variables.
Send a Mail
Send a mail using a template.
Create or Update Contact in Segmento
Create or update contact
Update Contact In Segmento
Update a contact in Segmento
Search a specific contact in Segmento
Search email, phone or any other field data using filter
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About MSG91
MSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSimilar apps
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MSG91 and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MSG91 and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where MSG91 triggers actions in Clio, and a separate workflow where Clio triggers actions in MSG91. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MSG91 and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MSG91 and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
