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Clio + Mailchimp

Add new Clio matters to tag as subscribers in Mailchimp

When a new matter arises in the Clio app, this workflow smoothly enables addition of a subscriber to a specific tag in Mailchimp. This automation not only reduces manual data entry, but also ensures your mailing lists are always updated promptly. Stay organized and keep communication lines open with your Mailchimp subscribers when they're needed most.

When a new matter arises in the Clio app, this workflow smoothly enables addition of a subscriber to a specific tag in Mailchimp. This automation not only reduces manual data entry, but also ensures your mailing lists are always updated promptly. Stay organized and keep communication lines open with your Mailchimp subscribers when they're needed most.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add Subscriber to Tag

    Triggers when a subscriber is added to a segment or tag within an audience.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
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About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

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