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Clio + Flodesk

Manage new matters in Clio by creating or updating subscribers in Flodesk

When a new matter arises in Clio, swiftly keep your email list updated with this automation. The workflow seamlessly updates or creates a new subscriber in your Flodesk list, ensuring your email marketing campaigns are reaching the right audience promptly. Stay ahead by efficiently managing your legal matters and marketing communications, all at once.

When a new matter arises in Clio, swiftly keep your email list updated with this automation. The workflow seamlessly updates or creates a new subscriber in your Flodesk list, ensuring your email marketing campaigns are reaching the right audience promptly. Stay ahead by efficiently managing your legal matters and marketing communications, all at once.

  1. When this happens...
    ClioClio
    New Matter

    Triggers when a new matter is created.

    TriggerInstant
  2. automatically do this!
    FlodeskFlodesk
    Create/Update Subscriber

    Creates a new subscriber or updates an existing one.

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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flodesk logo

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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