Clerx

Automate Everything With Zapier

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Connect Clerx with Zapier to unlock unlimited automation possibilities, integrating your AI receptionist with over 6,000+ apps and services seamlessly.

Create custom workflows that automatically trigger actions across your entire tech stack whenever Clerx completes an intake, books a consultation, or qualifies a lead.

Try it now - 7-day free trial. No commitment.

Key Features & Benefits

Unlimited App Connections

Connect Clerx to any of Zapier's 6,000+ supported apps including CRMs, email platforms, project management tools, and specialized legal software.

Custom Workflow Automation

Build personalized 'Zaps' that automatically execute complex multi-step workflows based on Clerx intake outcomes, client responses, and call results.

Real-Time Data Sync

Instantly sync client information, call summaries, and consultation bookings across multiple platforms simultaneously without manual intervention.

Advanced Trigger Conditions

Set up sophisticated automation rules based on call duration, client qualification scores, practice areas, or any custom criteria from Clerx conversations.

Multi-Platform Notifications

Automatically notify your team via Slack, Microsoft Teams, email, or SMS whenever high-priority leads are captured or urgent consultations are booked.

Marketing Campaign Integration

Trigger targeted email campaigns, social media follow-ups, or retargeting ads based on specific client interactions and qualification results from Clerx.

Ready to See It in Action?

Discover how Clerx + Zapier can help your firm convert more leads, save hours of admin time, and run a tighter intake process.

Book a Demo Now

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