Clio

Clio Grow

an HTTP request from a workflow, with your lead inbox token

Clio Manage

Zapier, with the Small Business Chatbot app's triggers

Time to set up

About twenty minutes

What this does

When the AI receptionist finishes a call or a chat, the caller's details and the summary go to Clio. There are two routes, one for each Clio product:

Firms with both use the Clio Grow route for new callers, since leads start in Clio Grow.

Clio Grow: the lead inbox

Before you start

• Your Clio Grow lead inbox token: in Clio Grow, open Settings › Integrations › Lead capture and copy the token.
• Know your Clio region. The address is https://grow.clio.com/inbox_leads in the US, eu.grow.clio.com, au.grow.clio.com or ca.grow.clio.com elsewhere.

Build the workflow

1. Start a workflow on Call ended

   In Workflows, create a workflow and pick the Inbound voice call ended trigger (Call ended). For website chats, make a second one on Chat ended.

2. Skip spam

   Add an If step: Left side {{trigger.conversation_record.Is_Spam}}, Operator Equals, Right side false. Put the next steps on its true path. If has the details.

3. Get the caller's last name

   Clio Grow needs a first and a last name, and a call saves only the first name to the contact. Add an AI Agent step named AI Agent, set Output mode to Schema, and add a required Text field last_name described as "The caller's last name from the call. Write Unknown if they didn't give it."

4. Add the HTTP Request

   Add an HTTP Request step: Method POST, Request URL your region's address, Authentication None, Body format JSON, and under Headers Accepts set to application/json. Paste the body below into Body payload.

5. Publish and test

   Publish the workflow, call your business number and give a first and last name. The lead shows in your Clio Grow inbox. The step's response in Run history is 201 when Clio Grow took it.

{
  "inbox_lead_token": "YOUR_LEAD_INBOX_TOKEN",
  "inbox_lead": {
    "from_first": "{{trigger.first_name}}",
    "from_last": "{{node_outputs_by_name.ai_agent.structured_output.last_name}}",
    "from_message": "{{trigger.action_items}}",
    "from_email": "{{trigger.email}}",
    "from_phone": "{{trigger.phone}}",
    "referring_url": "Phone call",
    "from_source": "Small Business Chatbot"
  }
}

Clio Grow reads the token from the body, so the step sends no credential and the token is saved in the workflow itself. Anyone with the token can post leads to your inbox, so reset it in Clio Grow if it gets out.

If something goes wrong

Clio Manage: Zapier

Before you start

• The Small Business Chatbot app connected in Zapier: Zapier.
• A Clio Manage account. Clio's Zapier app works with Clio Manage.

Build the Zap

1. Pick the trigger

   In Zapier, create a Zap with the Small Business Chatbot app and Call Ended. Use Chat Ended for website chats, or Appointment Booked to send only callers who booked a consultation.

2. Create the contact

   Add Clio's Find or Create Person Contact action. Map First name to First name, and the phone and email fields to Phone and Email.

3. Create the matter

   Add Clio's Create Matter action for the contact from the step before, with Action items as its description.

4. Turn the Zap on

   Test each step in Zapier, then turn the Zap on.

The fields each trigger carries are listed under Payload sample.