Clio + Mailchimp

Add new Clio contacts to Mailchimp lists

When this happens
Step 1: New Contact
Then do this
Step 2: Add/Update Subscriber

Looking to automate your Mailchimp lists for convenient client followup or marketing to your law firm leads? This Clio to Mailchimp integration monitor your Clio account and automatically add new Clio contacts to a Mailchimp mailing list for you.

How It Works

A new contact is added to Clio
Zapier adds the contact to a specified Mailchimp list

What You Need

Clio account
Mailchimp account

Try this template

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Bill
Triggers when a new bill is created.
Trigger
Instant
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
New Communication
Triggers when a new communication is created.
Trigger
Instant

New Contact
Triggers when a new contact is created.
Trigger
Instant
New Document
Triggers when a new document is created.
Trigger
Scheduled

New Matter
Triggers when a new matter is created.
Trigger
Instant

Clio
Triggers when the status of a matter has changed.
Instant
Trigger
Clio
Triggers when a new matter note is created.
Scheduled
Trigger
Clio
Triggers when a new task is created.
Instant
Trigger
Clio
Triggers when the status of a task has changed.
Instant
Trigger
Clio
Assign a Task Template List.
Scheduled
Action
Clio
Updates an existing company contact.
Scheduled
Action
Clio
Creates a new calendar entry.
Scheduled
Action
Clio
Creates a new communication.
Scheduled
Action
Clio
Creates a company contact.
Scheduled
Action
Clio
Creates a new expense entry.
Scheduled
Action
Clio
Creates a new folder in a matter.
Scheduled
Action
Clio
Creates a new matter.
Scheduled
Action
Clio
Creates a new matter note.
Scheduled
Action
Clio
Creates a person contact.
Scheduled
Action
Clio
Creates a new task.
Scheduled
Action
Clio
Creates a new time entry.
Scheduled
Action
Clio
Updates an existing person contact.
Scheduled
Action
Clio
Update an existing matter.
Scheduled
Action
Clio
Updates a task.
Scheduled
Action
Clio
Upload document to matter.
Scheduled
Action
Clio
Finds a Bill by Client ID, Matter ID or Invoice number.
Scheduled
Action
Clio
Find a Company Contact, by name, email or phone number.
Scheduled
Action
Clio
Find newest contact by custom field.
Scheduled
Action
Clio
Find a matter by number, display number, description, or client name.
Scheduled
Action
Clio
Find newest matter by client email.
Scheduled
Action
Clio
Find newest matter by custom field.
Scheduled
Action
Clio
Find a person contact by first name, last name, email or phone number.
Scheduled
Action
Clio
Find a user by name.
Scheduled
Action
Clio
Find or Create Company Contact
Scheduled
Action
Clio
Find or Create a Matter
Scheduled
Action
Clio
Find or Create Person Contact
Scheduled
Action
Mailchimp
Triggers when a new campaign is created or sent.
Scheduled
Trigger
Mailchimp
Triggers when a recipient opens an e-mail in a specific campaign.
Scheduled
Trigger
Mailchimp
Triggers when a recipient clicks a pre-specified link in your campaign.
Scheduled
Trigger
Mailchimp
Triggers when a new audience is added to your MailChimp accounts.
Scheduled
Trigger
Mailchimp
Triggers when a new customer is added to a selected store.
Scheduled
Trigger
Mailchimp
Triggers when a new subscriber is added to an audience.
Instant
Trigger
Mailchimp
Triggers when a new order is created.
Scheduled
Trigger
Mailchimp
Triggers when any current subscriber unsubscribes from an audience.
Instant
Trigger
Mailchimp
Triggers when a subscriber is added to a segment or tag within an audience.
Scheduled
Trigger
Mailchimp
Triggers when a subscriber is added or updated in an audience.
Instant
Trigger
Mailchimp
Creates a campaign draft.
Scheduled
Action
Mailchimp
Creates a custom event for an existing subscriber.
Scheduled
Action
Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
Scheduled
Action
Mailchimp
Unsubscribe an email address from an audience of your choosing.
Scheduled
Action
Mailchimp
Removes an existing subscriber by email address from a tag within an audience. Note: the email address
Scheduled
Action
Mailchimp
Sends a campaign draft. PLEASE NOTE: This action sends an email to
Scheduled
Action
Mailchimp
Adds a new note to an existing subscriber.
Scheduled
Action
Mailchimp
Add an email address to a tag within an audience. Note: the email address
Scheduled
Action
Mailchimp
Finds an existing campaign.
Scheduled
Action
Mailchimp
Finds a customer by an email address.
Scheduled
Action
Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action
Mailchimp
Finds an existing campaign.
Scheduled
Action
Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action

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 More

Related categories

CRM (Customer Relationship Management)

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Learn More