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  • Mailchimp logoMailchimp logo

Clio + Mailchimp

Add new Clio contacts to a Mailchimp tag as subscribers

When a new contact is added in Clio, you'll want to ensure they're on your mailing list or associated with the correct tag in your Mailchimp. Instead of manually managing these tasks, why not let this workflow do the work for you? This automatic process helps to streamline your contact management between Clio and Mailchimp, ensuring your subscriber lists are always up-to-date.

When a new contact is added in Clio, you'll want to ensure they're on your mailing list or associated with the correct tag in your Mailchimp. Instead of manually managing these tasks, why not let this workflow do the work for you? This automatic process helps to streamline your contact management between Clio and Mailchimp, ensuring your subscriber lists are always up-to-date.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact 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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mailchimp logo

About Mailchimp

Mailchimp is an email and marketing automation platform built for growing businesses. Turn email and SMS into revenue.

Related categories

Triggers & Actions