Clio + Spotler Mail+
Create or update Spotler Mail+ contacts and trigger automation for new Clio activities
Stay organized and efficient with this workflow that connects Clio and Spotler Mail+. When new activity occurs in your Clio account, the corresponding contact will be added or updated in Spotler Mail+, and a specific automation will be triggered. This ensures your contact information is always up-to-date and the right campaigns are delivered to your clients, streamlining your marketing and client management efforts.
Stay organized and efficient with this workflow that connects Clio and Spotler Mail+. When new activity occurs in your Clio account, the corresponding contact will be added or updated in Spotler Mail+, and a specific automation will be triggered. This ensures your contact information is always up-to-date and the right campaigns are delivered to your clients, streamlining your marketing and client management efforts.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Add (Or Update) Contact and Trigger Automation
Add a new contact (or update the contact if it already exists) and trigger an automation for this contact.
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