Clio + Listrak integrations
Add or update Listrak subscribers from new Clio activities instantly
Stay connected with your clients by linking Clio to Listrak in this efficient workflow. Whenever there's a new activity in Clio, this automation will update or add the subscriber to your Listrak list, ensuring you're always in sync with your client's information. This seamless integration saves time and keeps your client engagement on track.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add/Update SubscriberAdd new subscribers and/or update current subscriber information.
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More things you can do with Clio and Listrak
Discover other triggers and actions you can use with Clio and Listrak
- 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
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.
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