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Zapier Introduces a New Editor with Multi-Step Zaps

Zapier has recently revealed their new Zap editor which allows you to create powerful, automated workflows with multi-step (cascading) Zaps. One Trigger can now lead to many Actions in successive order.

You can create a client intake form that will automatically create a Contact and Matter in Clio, trigger WebMerge to create an Engagement Letter, send a welcome email to your client, add a Task to Clio, and send an SMS text notification to yourself or a colleague when everything is complete. Entire workflows can now be automated to suit your practice - the possibilities and potential are nearly endless. 

For more information about working with multi-step Zaps, see Zapier's announcement

For more information about using Zapier with Clio, see the following articles and tutorials:

Zapier Basics
Tutorial - Using Zapier and Google Forms to Create an Intake Form for Clio
Tutorial - Using Zapier and Trello to Manage Tasks and be Agile
Tutorial - Using Zapier and WebMerge to Automate Document Creation and Communications

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