Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Get Notified When A Bill Is Approved?

Objective:

  • Is it possible for an attorney to notify me of when a bill is approved?
  • Can you set up notifications for approved Bills?

Environment:

  • Clio Manage

Additional Information:

Clio integrates with Zapier, which allows you to set up automation based on "Trigger" events. Zapier allows you to set up an email notification based on a Bill State Change in Clio. Click here to learn more about the integration.

Answer:

Presently in Clio you cannot set notifications  for when a Bill moves from Pending Approval to Awaiting Payment. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality