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  • Mailchimp logoMailchimp logo

Clio + Mailchimp

Add new Clio contacts to Mailchimp lists

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.

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.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    MailchimpMailchimp
    Add/Update Subscriber

    Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

    ActionWrite
  • Clio triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Bill
    Triggers when a new bill is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    Bill State Updated
    Triggers when the state of a bill has changed.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Calendar Entry
    Triggers when a new calendar entry is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Communication
    Triggers when a new communication is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Instant
  • Clio triggers, actions, and search
    New Document
    Triggers when a new document is created.
    Trigger
    Scheduled
  • Clio triggers, actions, and search
    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

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 more
mailchimp logo
mailchimp logo

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

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