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Autoklose + Clio

Add new Clio activities as campaign recipients in Autoklose

Effortlessly keep your marketing campaigns up-to-date with this Clio and Autoklose workflow. Whenever there's a new activity in Clio, this automation adds a campaign recipient in Autoklose, ensuring that your marketing efforts are consistently reaching the right audience without manual intervention. Stay organized and efficient, while maximizing your outreach potential with this simple yet powerful solution.

Effortlessly keep your marketing campaigns up-to-date with this Clio and Autoklose workflow. Whenever there's a new activity in Clio, this automation adds a campaign recipient in Autoklose, ensuring that your marketing efforts are consistently reaching the right audience without manual intervention. Stay organized and efficient, while maximizing your outreach potential with this simple yet powerful solution.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    AutokloseAutoklose
    Add Campaign Recipient

    Adds a campaign recipient.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • 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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autoklose logo

About Autoklose

Autoklose is a sales platform that automates email followup and outreach to boost your team’s productivity and performance.

Related categories

  • Email
clio logo
clio logo

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.
Learn moreHelp

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