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Hello! I would like to set up an automation, when triggered, forwards a potential client’s lead information from Clio Grow to SMS. This text would go to our managing attorney who reviews our leads. I then need the response to this SMS sent back to me. 

In my wildest dreams I would like my attorney’s text message response to be quantifiable. Such as using an approval step where “no” = halted workflow, but starts a different workflow for lead rejection.  

 

Is there any integrations that make this possible? I anticipate that we will need a third party SMS platform. 

Hi @root beer 

Check out OpenPhone: https://zapier.com/apps/openphone/integrations#triggers-and-actions

 

Clio Zap app triggers/actions: https://zapier.com/apps/clio/integrations#triggers-and-actions

 

For Clio Grow, you may have to reach out to Clio Support for possible guidance about the trigger to use.

If it needs to be a webhook, then use this Zap trigger: Webhooks - Catch Hook

If it needs to be via the Clio API: https://docs.developers.clio.com/grow-api/api-reference/

Then these are the options:

 

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