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Clio + EmailOctopus

Create and update EmailOctopus contacts from new Clio activities

Stay organized and efficient by connecting your Clio and EmailOctopus platforms with this automated workflow. Whenever there's new activity in your Clio app, this integration will automatically add or update the corresponding contact in your EmailOctopus account. No more manual data entry needed, saving you time and ensuring your contact list remains up-to-date.

Stay organized and efficient by connecting your Clio and EmailOctopus platforms with this automated workflow. Whenever there's new activity in your Clio app, this integration will automatically add or update the corresponding contact in your EmailOctopus account. No more manual data entry needed, saving you time and ensuring your contact list remains up-to-date.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    EmailOctopusEmailOctopus
    Add/Update Contact

    Adds a new contact to a list, or optionally updates an existing contact.

    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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emailoctopus logo
emailoctopus logo

About EmailOctopus

A cheaper way to send your email marketing campaigns.

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