Create and manage new contacts in Brevo when new contacts are added in Clio
Stay organized and efficient with this workflow that seamlessly integrates Clio and Brevo. When a new contact is added in Clio, the necessary details are swiftly updated or added into Brevo. This facilitates consistent information across both platforms, eliminating the need for manual data entry and simplifying your client management process. Improve your productivity by streamlining contact management with this Clio-Brevo integration.
- When this happens...New ContactTriggers when a new contact 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
Related Zap Templates
- Send transactional emails in Brevo for new activities in Clio
- Manage new Clio matters by adding or updating contacts in Brevo
- Add or update Brevo contacts every time new Clio matters occur
- Add or update Brevo contacts when new contacts are created in Clio
- Add or update Brevo contacts when new matters arise in Clio




