Clio + Klaviyo
Update Clio contacts when new Klaviyo events occur
Stay on top of new events in Klaviyo by updating person contact details in Clio with this automation. When a new event is added in Klaviyo, the workflow ensures that the corresponding person contact in Clio is updated accordingly. This saves time and keeps your law firm's client information accurate and up-to-date, making client management more efficient.
Stay on top of new events in Klaviyo by updating person contact details in Clio with this automation. When a new event is added in Klaviyo, the workflow ensures that the corresponding person contact in Clio is updated accordingly. This saves time and keeps your law firm's client information accurate and up-to-date, making client management more efficient.
- When this happens...New Event
Triggers on a new event. Optional filtering by metric.
- automatically do this!Update Person Contact
Updates an existing person contact.
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Metric
Try ItChannel
Try ItEmail
First Name
Last Name
Phone Number
Title
Organization
City
Region
Country
Zip
Image URL
Unique Id
Custom Properties
Consent to subscribe to Channel
ListRequired
Profile IDRequired
Audience Type
Try ItProfile IDRequired
ListRequired
MetricRequired
Email AddressRequired
Event Id
Value
Time
Custom Event Properties
Campaign IDRequired
