Send text messages to newly created leads

When a new lead is created in Clio, automatically send a welcome SMS via Nextiva to establish immediate contact.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Nextiva Explore Nextiva →

Triggers

New inbound SMS

Fires when a new text message is received in Nextiva.

New call

Fires when a new call comes in or out through Nextiva.

Missed call

Fires when a call is missed in Nextiva.

Call recording ready

Fires when a call recording finishes processing in Nextiva.

Actions

Send an SMS or MMS

Sends a text message through Nextiva.

Place an outbound call

Starts an outbound call via Nextiva.

Create or update a contact

Creates or updates a contact in Nextiva.

Send a voice message

Sends a recorded voice message via Nextiva.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Nextiva, automatically log the activity on the contact's record in Clio. See details

Dispatch text confirmations on won deals When a deal is won in Clio, send an automated SMS via Nextiva to confirm details with the client. See details

See all Nextiva + Clio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send text messages to newly created leads” between Nextiva and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches Nextiva and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Clio and Nextiva help track phone communications?

Inbound calls, text messages, and missed calls handled in Nextiva can automatically log activities or update lead profiles directly inside Clio.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Clio can prompt Nextiva to send an automated SMS confirmation or message to the client.