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Brevo + Clio

Brevo + Clio

Brevo + Clio integrations

Add or update Brevo contacts when new matters arise in Clio

Stay organized and efficient with this automation between Clio and Brevo. Whenever a new matter arises in your Clio interface, this workflow ensures that a corresponding contact is either added or updated in Brevo. Make sure you never miss crucial data with this streamlined process, saving you time and improving accuracy within your operations.

  1. When this happens...
    New Matter
    New Matter
    New MatterTriggers when a new matter is created.
  2. automatically do this!
    (Deprecated) Add or Update Contact
    (Deprecated) Add or Update Contact
    (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

  • Clio triggers, actions, and search
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    Triggers when a new activity is created.

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    Bill State Updated

    Triggers when the state of a bill has changed.

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    New Communication

    Triggers when a new communication is created.

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    New Calendar Entry

    Triggers when a new calendar entry is created.

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    • Contact Type
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About Brevo
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
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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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