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Dear Zapier Community,

I’m looking to set up an automation in Zapier where, whenever a new calendar event is added in Clio—particularly court dates—clients receive both email and text notifications. 

Could anyone share insights or best practices on how to accomplish this or if this is possible? Any guidance would be greatly appreciated!

Thank you in advance.

Hi ​@No_Finance5951 

  1. What app will be used to send the email? (name)
  2. What app will be used to send the SMS? (name)

 

Zap Steps

  1. Trigger: Clio - New Calendar Entry
  2. Action: Filter
    1. Help: https://zapier.com/apps/filter/help
  3. Action: gAPP] - Send Email
  4. Action: gAPP] - Send SMS

 

 

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