Add new Clio activities as members in IndustryNewsletters for streamlined tracking
Stay up-to-date with your contacts' activities in Clio and effortlessly grow your IndustryNewsletters mailing list with this efficient workflow. Whenever a new activity occurs in Clio, the corresponding contact will be added as a member to your selected IndustryNewsletters list. Save time on manual data entry, and ensure your marketing outreach includes the latest information for your audience.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add MemberAdds a member to your list, and subscribes them to your newsletter
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More things you can do with Clio and IndustryNewsletters
Discover other triggers and actions you can use with Clio and IndustryNewsletters
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant




