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Clio + Searchie

Add new Clio contacts to Searchie audiences with ease

Effortlessly keep your Clio contacts updated in your Searchie audience with this workflow. Whenever you add a new contact in Clio, this automation will either add or update their information in your Searchie audience, making it easy to ensure your marketing efforts are always targeted at the most up-to-date information. Say goodbye to manual data entry and maintain an organized audience in Searchie with this time-saving solution.

Effortlessly keep your Clio contacts updated in your Searchie audience with this workflow. Whenever you add a new contact in Clio, this automation will either add or update their information in your Searchie audience, making it easy to ensure your marketing efforts are always targeted at the most up-to-date information. Say goodbye to manual data entry and maintain an organized audience in Searchie with this time-saving solution.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    SearchieSearchie
    Add or Update Audience

    Adds audience to a Searchie account.

    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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Searchie

Searchie is platform that allows you to create, manage, and sell your content all in one place.

Related categories