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Clio + Postscript

Add new Clio contacts as Postscript subscribers

Effortlessly keep your contacts in the loop by connecting Clio and Postscript. With this automation, whenever a new contact is created in the Clio app, they'll be added as a subscriber in Postscript, ensuring they receive your SMS marketing campaigns and updates. Stay consistent and efficient with this seamless workflow between your legal practice management and SMS marketing platforms.

Effortlessly keep your contacts in the loop by connecting Clio and Postscript. With this automation, whenever a new contact is created in the Clio app, they'll be added as a subscriber in Postscript, ensuring they receive your SMS marketing campaigns and updates. Stay consistent and efficient with this seamless workflow between your legal practice management and SMS marketing platforms.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    PostscriptPostscript
    Create Subscriber

    Creates a new Subscriber. Whenever you are collecting phone numbers to use for marketing purposes, like with Postscript, you need to do so compliantly. Make sure you include TCPA and CTIA-compliant language wherever you collect subscribers from. Please see our guide for more on compliance: https://bit.ly/3IJi77h.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Clio triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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postscript-1 logo
postscript-1 logo

About Postscript

Postscript is a platform for SMS marketing for Shopify stores.

Related categories