Campaign Monitor + Clio

Campaign Monitor + Clio integrations

Create and send smart transactional emails in Campaign Monitor for new contacts in Clio

Keep your email marketing list up-to-date with this seamless workflow. When a new contact is added in Clio, this automation will send a smart transactional email through Campaign Monitor, ensuring that your newest clients receive timely and relevant communication. Stay connected and maintain strong relationships by easily integrating these two powerful platforms.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Send Smart Transactional EmailSends a smart transactional email.
ActionWrite

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More things you can do with Clio and Campaign Monitor

Discover other triggers and actions you can use with Clio and Campaign Monitor

New Activity
Triggers when a new activity is created.
Trigger
Instant
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Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
Try It
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- Smart Email ID
  Required
- To
  Required
- Cc
- Bcc
- Add Recipients to List?
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Search or write

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Polling
Try It
- List
  Required
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List
  Required
- Email Address
  Required
Action
Search

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Learn moreLearn moreHelpHelp

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Email Newsletters

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create and send smart transactional emails in Campaign Monitor for new Clio activities

Add new Clio contacts as subscribers in Campaign Monitor

Add new Campaign Monitor subscribers for every new matter in Clio