CleverReach + Clio
Add or update CleverReach subscribers for new Clio activities
Stay up-to-date with your contacts by connecting Clio and CleverReach. This automation triggers when a new activity occurs in Clio, and then adds or updates a subscriber in CleverReach. By streamlining your communication process, you can easily manage and organize your subscribers, saving time and effort.
Stay up-to-date with your contacts by connecting Clio and CleverReach. This automation triggers when a new activity occurs in Clio, and then adds or updates a subscriber in CleverReach. By streamlining your communication process, you can easily manage and organize your subscribers, saving time and effort.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
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About CleverReach
CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.
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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.
