Clio integration with Case Status
How to Close cases in Case Status when new matters are updated in Clio
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Close cases in Case Status when new matters are updated in Clio" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Case Status integrations
Case Status actions
Nekton can use any feature that is available in Case Status API.
Using our advanced AI, you can easily create custom automations for Case Status.
Here are some typical actions you can do in your automated workflows.
Close a Case
Close a case in Case Status
(Deprecated) Create a New Case
(Deprecated) Create a New Case.
Send Message
Send a Message on a Case
Create a New Appointment
Create a New Appointment.
Create a New Case
Create a New Case.
Update the Status of a Case
Update the Status of a Case.
About Case Status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.