Campaign Monitor + Clio

Add new Campaign Monitor subscribers for every new matter in Clio

Create a seamless connection between your legal practice and email marketing with this workflow. When a new matter arises in your Clio account, it automatically triggers an update in Campaign Monitor to add a new subscriber. This process not only saves time but also ensures consistent communication across platforms. Establish efficient and effective client communication by bridging the gap between Clio and Campaign Monitor with this simple, yet powerful, automation.

Create a seamless connection between your legal practice and email marketing with this workflow. When a new matter arises in your Clio account, it automatically triggers an update in Campaign Monitor to add a new subscriber. This process not only saves time but also ensures consistent communication across platforms. Establish efficient and effective client communication by bridging the gap between Clio and Campaign Monitor with this simple, yet powerful, automation.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    Campaign MonitorCampaign Monitor
    Add Subscriber

    Triggers when a new subscriber is added to a list.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
campaign-monitor logo
campaign-monitor logo

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 more

Related categories

  • Email Newsletters

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clio logo
clio logo

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 more

Related categories

  • CRM (Customer Relationship Management)

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