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31 Workflow Templates
Browse all 12179 templates- Send Email
- Error Trigger
- HTTP Request
- +7
Sync Fluent Forms client intakes with Clio, email, and Slack
0⋅a month ago
- Send Email
- HTTP Request
- If
- +6
Triage negative Google reviews with Zapier, Twilio, Anthropic, and email
0⋅a month ago
- Send Email
- HTTP Request
- If
- +7
Flag duplicate Clio contacts and email paralegals daily with dismissal links
0⋅a month ago
- Send Email
- HTTP Request
- If
- +7
Fill legal intake documents from form data with DocuSign, Google Drive and email
0⋅24 days ago
- Email Trigger (IMAP)
- Send Email
- HTTP Request
- +6
Auto-file emailed documents to Clio matters in Google Drive with compliance logs
0⋅21 days ago
- Send Email
- HTTP Request
- If
- +6
Set up new legal matters with Clio, Google Drive, and email alerts
0⋅20 days ago
- Send Email
- Google Sheets
- HTTP Request
- +5
Draft weekly Google Business Profile posts with Claude and Google Sheets
0⋅20 days ago
- Send Email
- HTTP Request
- If
- +5
Route Clio draft pre-bill review and escalation emails with SMTP
0⋅19 days ago
- Send Email
- HTTP Request
- If
- +8
Draft and approve Clio time entries from Google Calendar with Claude
0⋅17 days ago
- Send Email
- HTTP Request
- If
- +9
Send daily case-priority email digests from Clio to firm attorneys
0⋅14 days ago
Showing 10 out of 31 workflows
