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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.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create or Update ContactAdds 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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More things you can do with Clio and Mailbox Power

Discover other triggers and actions you can use with Clio and Mailbox Power

New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write

- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Additional Contact Attendees
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
- Non-Billable
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write
Order Shipped
Triggers when an order ships to a recipient, with the tracking number and recipient details. Multi-recipient orders trigger once per recipient.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Polling
Try It
- Contact ID
  Required
- Automation
  Required
Action
Write
- Contact ID
  Required
- Contact Group
  Required
Action
Write
- Email
- External ID
- First Name
- Last Name
Action
Search

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
Try It
- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Matter
  Required
- Document Template
  Required
- Document Name
  Required
- Generate PDF
- Generate Original Format
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write
- Address Book Group
  Required
Trigger
Polling
Try It
Contact Scans QR Code
Triggers when a contact receives one of your mailpieces and scans the Image Auto Merge QR code printed on your mailpiece.
Trigger
Polling
Try It
- Contact ID
  Required
Action
Write
- Contact Group
- Match Contact Using
- External ID
- First Name
  Required
- Last Name
  Required
- Company Name
- Street Address
  Required
- Apt / Suite
- City
  Required
- State
  Required
- Postal Code
  Required
- Country
  Required
- Email
- Phone
- Image URL
- Spouse Name
- Pet Name
- Birth Month
- Birth Day
- Anniversary Month
- Anniversary Day
- Merge 1
- Merge 2
- Merge 3
- Merge 4
- Merge 5
- Merge 6
- Merge 7
- Merge 8
- Merge 9
- Merge 10
- Merge 11
- Merge 12
- Merge 13
- Merge 14
- Merge 15
- Merge 16
- Merge 17
- Merge 18
- Merge 19
- Merge 20
- QR Code
- Always Create a New Contact?
Action
Write
- Contact ID
  Required
- Automation
  Required
Action
Write
- Order Number
  Required
Action
Search

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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About Mailbox Power

Mailbox Power is a direct mail automation platform for sending personalized greeting cards, postcards, and gifts from the tools you already use.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation