Zapier

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

Updated September 6, 2026

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?