Add new Clio activities to mailfloss as emails for seamless tracking and organization
Effortlessly maintain an organized email list with this Clio-Mailfloss automation. Once set up, each time a new activity is added in Clio, the workflow will send an email via Mailfloss, ensuring you always reach out to clients and stakeholders without missing a beat. Save time and improve communication by streamlining your email outreach process with this easy-to-configure integration.
- When this happens...New ActivityTriggers when a new activity is created.
- automatically do this!Add EmailAdd an email to mailfloss for email verification.
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More things you can do with Clio and mailfloss
Discover other triggers and actions you can use with Clio and mailfloss
- 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




