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Clio + Mailbox Power

Create or update Mailbox Power contacts with new Clio contacts

Effortlessly maintain your contact lists with this convenient automation. Whenever a new contact is added in Clio, this workflow will create or update a contact in Mailbox Power, ensuring your mailing campaigns always reach the right audience. Save time and enhance communication by keeping both platforms seamlessly connected.

Effortlessly maintain your contact lists with this convenient automation. Whenever a new contact is added in Clio, this workflow will create or update a contact in Mailbox Power, ensuring your mailing campaigns always reach the right audience. Save time and enhance communication by keeping both platforms seamlessly connected.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Mailbox PowerMailbox Power
    Create or Update Contact

    Adds a new contact OR updates an existing contact IF the first name, last name, street, city, and state match and existing contact.

    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
clio logo
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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mailbox-power logo
mailbox-power logo

About Mailbox Power

Mailbox Power enables you to engage your customers and stay top of mind with your clients by sending personalized cards and gifts.

Related categories