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Clio + Flodesk

Create or update Flodesk subscribers from new Clio contacts

Stay on top of your subscriber management effortlessly with Clio and Flodesk. With every new contact added in Clio, an updated or new subscriber is mirrored in Flodesk. This streamlined process means less manual work for you and guaranteed accuracy in your subscriber list across both platforms.

Stay on top of your subscriber management effortlessly with Clio and Flodesk. With every new contact added in Clio, an updated or new subscriber is mirrored in Flodesk. This streamlined process means less manual work for you and guaranteed accuracy in your subscriber list across both platforms.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact 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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