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Clio + Envoke

Add new Clio activities to Envoke as contacts

Effortlessly track new activities in Clio and efficiently create corresponding contacts in Envoke with this seamless workflow. Whenever a new activity occurs in your Clio account, this automation will instantly add a contact in Envoke, ensuring your contact list remains up-to-date and organized. Say goodbye to manual data entry and enhance your productivity with this streamlined process.

Effortlessly track new activities in Clio and efficiently create corresponding contacts in Envoke with this seamless workflow. Whenever a new activity occurs in your Clio account, this automation will instantly add a contact in Envoke, ensuring your contact list remains up-to-date and organized. Say goodbye to manual data entry and enhance your productivity with this streamlined process.

  1. When this happens...
    ClioClio
    New Activity

    Triggers when a new activity is created.

    TriggerInstant
  2. automatically do this!
    EnvokeEnvoke
    Create Contact

    Search for contacts.

    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 Document

    Triggers when a new document is created.

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

    New Bill

    Triggers when a new bill 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 triggers, actions, and search

    New Matter

    Triggers when a new matter is created.

    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
envoke logo
envoke logo

About Envoke

Envoke is a broadcast email platform for compliance-conscious organizations sending opt-in and mandatory content with an emphasis on data security and subscription management.

Related categories