Clio + PostGrid Print & Mail

Clio + PostGrid Print & Mail integrations

Create new contacts in PostGrid Print & Mail from newly added contacts in Clio

Streamline your customer outreach with this workflow. When you add a new contact in the Clio platform, it activates a process that creates a corresponding contact in the PostGrid Print & Mail system. This seamless workflow makes maintaining a consistent mailing list between platforms easier than ever, saving time and improving the efficiency of direct mail campaigns.

When this happens...
New ContactTriggers when a new contact is created.
TriggerInstant
automatically do this!
Create ContactCreates a contact in PostGrid.
ActionWrite

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More things you can do with Clio and PostGrid Print & Mail

Discover other triggers and actions you can use with Clio and PostGrid Print & Mail

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
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
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
New Cheque
Triggers when a new cheque is created.
Trigger
Polling
Try It
New Postcard
Triggers when a new postcard is created.
Trigger
Polling
Try It
- Description
- First Name
- Last Name
- Company Name
- Job Title
- Email
- Phone Number
- Address Line 1
  Required
- Address Line 2
- City
- Province or State
- Postal or ZIP Code
- Country Code
  Required
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
- Description
- Size
  Required
- Front HTML
- Back HTML
- PDF URL
- Mailing Class
- Send Date
- Metadata
Action
Write

New Bill
Triggers when a new bill is created.
Trigger
Instant
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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
- 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
New Letter
Triggers when a new letter is created.
Trigger
Polling
Try It
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- Description
- Bank Account
  Required
- Cheque Number
- Amount
  Required
- Memo
- Message
- Letter PDF URL
- Letter HTML
- Letter Size
- Currency Code
- Mailing Class
- Send Date
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient Address
  Required
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient Country
  Required
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender Address
  Required
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender Country
  Required
- HTML
- PDF URL
- Return Envelope
- Envelope
  Required
- Address Placement
- Color
  Required
- Double sided
  Required
- Letter Size
- Extra Service
- Mailing Class
- Perforate First Page
- Send Date
- Description
- Metadata
Action
Write

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

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CRM (Customer Relationship Management)

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About PostGrid Print & Mail

PostGrid's Print & Mail REST API allows you to send personalized letters, checks, or postcards on demand and at scale.

HelpHelp

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Marketing Automation

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Zapier Forms

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