Brevo + Clio integrations
Manage new Clio matters by adding or updating contacts in Brevo
Streamline your client management process with this efficient setup. Once a new matter is created in Clio, it simultaneously initiates an add or update contact in Brevo, paving the way for simplification of law firm operations. This workflow benefits legal representatives as it assists to manage client data effortlessly, ensuring you stay updated without the added workload.
- When this happens...New MatterTriggers when a new matter is created.
- automatically do this!(Deprecated) Add or Update ContactThis action is deprecated, use "Contact Create or Update" instead. Adds or updates a contact.
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More things you can do with Clio and Brevo
Discover other triggers and actions you can use with Clio and Brevo
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
Related categories
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.
Related categories
Related Zap Templates
- Send transactional emails in Brevo for new activities in Clio
- Add or update Brevo contacts every time new Clio matters occur
- Add or update Brevo contacts when new contacts are created in Clio
- Create and manage new contacts in Brevo when new contacts are added in Clio
- Add or update Brevo contacts when new matters arise in Clio




