Connect MSG91 and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New WhatsApp Delivery Reports
New SMS Delivery Reports
New Voice Call Reports
New RCS Delivery Reports
New SendOTP Delivery
New Email Delivery Reports
New Push Notifications
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 MSG91 and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New WhatsApp Delivery Reports
Triggers when a new whatsapp Inbound and Outbound request is received.
New SMS Delivery Reports
Triggers when an SMS request is sent from your account and Provides real-time delivery reports
New Voice Call Reports
Triggers when a new Outbound and Inbound Voice calls.
New RCS Delivery Reports
Triggers to send the delivery reports of both inbound and outbound RCS messages.
New SendOTP Delivery
Triggers when a OTPs is sent via SendOTP API.
New Email Delivery Reports
Triggers when receive's delivery reports for your Emails.
Do thisActions
Action is the task that follows automatically within your MSG91 integrations.
Send Campaign
Send the selected MSG91 campaign to recipients.
Send Template SMS
Send the selected MSG91 SMS template to one or more mobile numbers, optionally filling template variables.
Send a Mail
Send a mail using a template.
Create or Update Contact in Segmento
Add a contact to the selected MSG91 Segmento phonebook, or update an existing contact when the same Contact_id is provided.
Update Contact in Segmento
Update an existing contact in a MSG91 Segmento phonebook using the contact's Contact_id and provided field values.
Search a specific contact in Segmento
Search email, phone or any other field data using filter
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Frequently Asked Questions
To start, connect both your MSG91 and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in MSG91 triggers actions in Clio (or vice versa).
Absolutely. You can customize how MSG91 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 MSG91 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 MSG91 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 MSG91
MSG91 is a powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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