Update and manage new Clio contacts in Brevo automatically
Save precious time by streamlining your contact management process with this workflow. With this setup, every time a new contact is established within Clio, they'll be instantaneously added or updated in Brevo as well. This efficient automation not only ensures that your contact information is consistent across both platforms, but also allows you to focus more on strategic tasks rather than administrative ones.
- 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
- Create and manage new contacts in Brevo when new contacts are added in Clio




