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Clio + Flodesk

Add new Clio contacts to a Flodesk segment for easy subscriber management

Easily manage your email marketing list by connecting Clio and Flodesk with this streamlined workflow. When you add a new contact in Clio, the automation seamlessly adds them as an existing subscriber to a specific segment in Flodesk. This way, you can effortlessly expand your audience and keep your mailing list up to date without manual input.

Easily manage your email marketing list by connecting Clio and Flodesk with this streamlined workflow. When you add a new contact in Clio, the automation seamlessly adds them as an existing subscriber to a specific segment in Flodesk. This way, you can effortlessly expand your audience and keep your mailing list up to date without manual input.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Add Existing Subscriber to Segment

    Adds a subscriber to a segment. Note: the email address must already exist in Flodesk, or this zap will fail.

    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
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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.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Flodesk

Beginners and experts use Flodesk to create stunning emails that grow their business. Meet the most intuitive way to send emails and build workflows that convert.

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