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Clio + Drip

Add tags to Drip subscribers for new Clio activities

Effortlessly organize and segment your contact list with this Clio and Drip integration. Whenever a new activity occurs in Clio, this workflow will add a tag to the corresponding subscriber in Drip. Stay on top of your client management and improve your marketing campaigns by easily identifying subscribers with specific Clio activities.

Effortlessly organize and segment your contact list with this Clio and Drip integration. Whenever a new activity occurs in Clio, this workflow will add a tag to the corresponding subscriber in Drip. Stay on top of your client management and improve your marketing campaigns by easily identifying subscribers with specific Clio activities.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    DripDrip
    Add Tag to Subscriber

    Adds a tag to a subscriber.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • 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
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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drip logo
drip logo

About Drip

Automate your ecommerce marketing at scale. Drip is your ecommerce marketing engine. Build personalized customer experiences, drive more revenue, and take your marketing strategy to the next level with Drip.

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