Clio + Klaviyo
Create matter notes in Clio for new Klaviyo events
Stay organized and efficient by integrating Klaviyo events with Clio matter notes. When a new event occurs in Klaviyo, this automation will create a matter note in Clio, ensuring all relevant information is documented and easily accessible. Boost productivity and never miss a detail with this streamlined connection between Klaviyo and Clio.
Stay organized and efficient by integrating Klaviyo events with Clio matter notes. When a new event occurs in Klaviyo, this automation will create a matter note in Clio, ensuring all relevant information is documented and easily accessible. Boost productivity and never miss a detail with this streamlined connection between Klaviyo and Clio.
- When this happens...New Event
Triggers on a new event. Optional filtering by metric.
- automatically do this!Create Matter Note
Creates a new matter note.
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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
