Clio + PostGrid Print & Mail

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 Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Contact
Creates a contact in PostGrid.
ActionWrite

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Supported triggers and actions

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
- EventRequired
Trigger
Instant
Try It

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter IDRequired
- Task Template ListRequired
- Notify AssigneesRequired
- Due At
Action
Write

- SummaryRequired
- Description
- Location
- Starts at:Required
- Ends at:Required
- All Day Event
- Send Email Notification
- CalendarRequired
- Contact Attendee
- Matter
Action
Write
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- NameRequired
- MatterRequired
Action
Write
- Note SubjectRequired
- Note DetailRequired
- MatterRequired
- Date
Action
Write
- NameRequired
- DescriptionRequired
- Type of AssigneeRequired
- 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 IDRequired
- Name
- Description
- Type of AssigneeRequired
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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 1Required
- Address Line 2
- City
- Province or State
- Postal or ZIP Code
- Country CodeRequired
Action
Write
- Recipient First Name
- Recipient Last Name
- Recipient Company Name
- Recipient AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- 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
- SizeRequired
- Front HTML
- Back HTML
- PDF URL
- Mailing Class
- Send Date
- Metadata
Action
Write

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
- SubjectRequired
- BodyRequired
- Type of CommunicationRequired
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- DateRequired
- Price
- Matter
- Matter Note
- User
Action
Write
- ClientRequired
- Group
- Client Reference
- Matter DescriptionRequired
- 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 nameRequired
- Middle name
- Last nameRequired
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- DateRequired
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- MatterRequired
- 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
- DocumentRequired
- MatterRequired
Action
Write
- Invoice Number
- Matter Id
- Client Id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client EmailRequired
Action
Search
- Search Type
- Search ValueRequired
Action
Search
- Search Type
- Search ValueRequired
- Company NameRequired
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search ValueRequired
- Prefix
- First nameRequired
- Middle name
- Last nameRequired
- 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 AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender AddressRequired
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender CountryRequired
- Description
- Bank AccountRequired
- Cheque Number
- AmountRequired
- 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 AddressRequired
- Recipient Address 2
- Recipient City
- Recipient Province or State
- Recipient Postal or ZIP Code
- Recipient CountryRequired
- Sender First Name
- Sender Last Name
- Sender Company Name
- Sender AddressRequired
- Sender Address 2
- Sender City
- Sender Province or State
- Sender Postal or ZIP Code
- Sender CountryRequired
- HTML
- PDF URL
- Return Envelope
- EnvelopeRequired
- Address Placement
- ColorRequired
- Double sidedRequired
- 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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About PostGrid Print & Mail

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Clio + PostGrid Print & Mail

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

New Activity

Bill State Updated

New Communication

New Document

Matter Status Updated

New Task

Assign Task Template List

Create Calendar Entry

Create Company Contact

Create Matter Folder

Create Matter Note

Create Task

Update Person Contact

Update Task

API Request (Beta)

Find Company Contact

Find Matter

Find Matter by Custom Field

Find User

Find or Create a Matter

New Cheque

New Postcard

Create Contact

Create Postcard

New Bill

New Calendar Entry

New Contact

New Matter

New Matter Note

Task Status Updated

Update Company Contact

Create Communication

Create Expense Entry (Activity)

Create Matter

Create Person Contact

Create Time Entry (Activity)

Update Matter

Upload Document to Matter

Find Bill

Find Contact by Custom Field

Find Newest Matter by Client Email

Find Person Contact

Find or Create Company Contact

Find or Create Person Contact

New Letter

Create Cheque

Create Letter

About Clio

Related categories

Similar apps

Zapier Interfaces

About PostGrid Print & Mail

Related categories

Similar apps

Zapier Interfaces