Connect Smsmobileapi and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New SMS Received
New SMS/WhatsApp Sent
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when a new SMS has been received.
New SMS/WhatsApp Sent
Triggers when a new SMS/WhatsApp has been sent.
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
Do thisActions
Action is the task that follows automatically within your Smsmobileapi integrations.
Send SMS
Sends an SMS to a recipient.
Get Missed Call
List missed calls from your mobile using SMS Mobile API.
Send WhatsApp SMS
Send a WhatsApp SMS to a recipient.
Find a User
Find a user by name
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
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Frequently Asked Questions
To start, connect both your Smsmobileapi and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Smsmobileapi triggers actions in Clio (or vice versa).
Absolutely. You can customize how Smsmobileapi 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 Smsmobileapi 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 Smsmobileapi 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 Smsmobileapi
Smsmobileapi offers robust SMS solutions for businesses, enabling seamless communication through text messaging. Ideal for marketing campaigns, customer notifications, and more.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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