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Zapier

Connect CurrentClient to thousands of apps with Zapier, so your calls, texts, and contacts can trigger the automations your firm already relies on

Written by Dustin Belliston

Connect CurrentClient to your favorite apps and automate your workflows with Zapier.


Available Actions

CurrentClient offers the following action in Zapier:

  • Send Message - Send SMS messages through CurrentClient as part of your automated workflows


Common Use Cases

  • Send appointment reminders from your calendar

  • Notify clients when documents are ready

  • Send follow-up messages after form submissions

  • Create automated welcome sequences for new clients


Get Started

Ready to connect CurrentClient with your other apps?

View CurrentClient on Zapier: Explore available integrations and create your first Zap

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