Connect Clio and Constant Contact to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Clio and Constant Contact together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Constant Contact contacts from new Clio contacts
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Clio + Constant Contact
Add new Clio matters to Constant Contact contact list
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Clio + Constant Contact
Create Constant Contact contacts from new Clio activities
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Clio + Constant Contact
Create new contacts in Constant Contact when new contacts appear in Clio
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Clio + Constant Contact
Create new Constant Contact contacts from new matters in Clio
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Clio + Constant Contact
Add new Clio contacts to a Constant Contact list instantly
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Clio + Constant Contact

Create new Constant Contact contacts from new Clio contacts

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Clio + Constant Contact

Add new Clio matters to Constant Contact contact list

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Clio + Constant Contact

Create Constant Contact contacts from new Clio activities

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Clio + Constant Contact

Create new contacts in Constant Contact when new contacts appear in Clio

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Clio + Constant Contact

Create new Constant Contact contacts from new matters in Clio

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Clio + Constant Contact

Add new Clio contacts to a Constant Contact list instantly

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Clio + Constant Contact

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Clio with Constant Contact - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Clio.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Constant Contact.

You’re connected!

Zapier seamlessly connects Clio and Constant Contact, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
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
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
- Campaign
  Required
- Campaign Activity
  Required
Trigger
Polling
Try It
New Unsubscriber
Triggers when a contact Unsubscribes (Email Unsubscribed).
Trigger
Polling
Try It
- Create Source
  Required
- Email
  Required
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Contact ID
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
- Status
- DeletedContactWarning
- Create Source
  Required
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
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
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
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
New Contact
Triggers when a new contact is added to your account.
Trigger
Polling
Try It
New List
Triggers when a new list is added.
Trigger
Polling
Try It
- Contact ID
  Required
- List
  Required
Action
Write
- Contact ID
  Required
- List
  Required
Action
Write
- Contact ID
  Required
- Update Source
  Required
- Email
  Required
- List
- First Name
- Middle Name
- Last Name
- Job Title
- Company Name
- Max 2 Phone Numbers
- Home Phone
- Work Phone
- Cell Phone
- Other - Phone Number
- SMS Terms & Conditions
- SMS Phone Number
- SMS Consent Type
- Anniversary
- Birthday Month
- Birthday Day
- Address Requirements
- Address Type
- Street Address
- City
- State
- Zip or Postal Code
- Country
- Tags
Action
Write
- Email
  Required
- Status
- DeletedContactWarning
Action
Search

For AI agents & developers

Use Clio and Constant Contact with AI agents and code

Beyond Zap workflows. Call Clio and Constant Contact actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Clio and Constant Contact actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Assign Task Template List
Add Contact to List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Clio and Constant Contact actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* clio / constant-contact action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Clio and Constant Contact to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Constant Contact on the Zapier blog

Make work flow with AI

Level up your Clio to Constant Contact integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Clio + Constant Contact integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Constant Contact

How do I connect Clio with Constant Contact?

To integrate Clio with Constant Contact, navigate to the integrations section within your Clio account and select Constant Contact from the available options. Follow the prompts to authenticate both accounts and establish a secure connection.

Can I create new contacts in Constant Contact from Clio?

Yes, by setting up specific triggers in Clio, every new contact added can automatically create a corresponding contact in Constant Contact.

What triggers are available for the Clio and Constant Contact integration?

We offer a range of triggers for this integration. Common triggers include 'New Matter', 'New Contact', and 'Updated Client' in Clio which can initiate corresponding actions in Constant Contact.

Which actions are supported when integrating Clio with Constant Contact?

When you integrate these tools, supported actions include creating or updating contacts, adding contacts to email lists, and sending email campaigns triggered by events in Clio.

Is it possible to update existing contacts in Constant Contact using data from Clio?

Yes, when a contact is updated in Clio, you can set an automation to update that contact's information within Constant Contact.

How do I ensure only certain types of contacts are synced from Clio to Constant Contact?

You can apply filters during setup to ensure only specific types of contacts or those meeting certain criteria are synced between the two platforms.

Do I need any special permissions for integrating these platforms?

You generally need admin-level permissions on both accounts to set up the initial integration process between Clio and Constant Contact.

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

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About Constant Contact

Constant Contact can help grow your business with an email marketing tool that’s affordable, powerful, and easy to use.

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Connect Clio and Constant Contact to power AI-driven automation

Launch your first automated workflow

Create new Constant Contact contacts from new Clio contacts

Add new Clio matters to Constant Contact contact list

Create Constant Contact contacts from new Clio activities

Create new contacts in Constant Contact when new contacts appear in Clio

Create new Constant Contact contacts from new matters in Clio

Add new Clio contacts to a Constant Contact list instantly

Create new Constant Contact contacts from new Clio contacts

Add new Clio matters to Constant Contact contact list

Create Constant Contact contacts from new Clio activities

Create new contacts in Constant Contact when new contacts appear in Clio

Create new Constant Contact contacts from new matters in Clio

Add new Clio contacts to a Constant Contact list instantly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Clio and Constant Contact with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Clio and Constant Contact to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Constant Contact on the Zapier blog

4 Constant Contact automation ideas

Make work flow with AI

Frequently Asked Questions about Clio + Constant Contact integrations

Connect Clio to Constant Contact on the world's largest no-code automation platform