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Clio + Viral Loops

Add new Clio contacts as participants in Viral Loops campaigns

Easily streamline your contact management process with this Clio-Viral Loops integration. When a new contact is added in Clio, this workflow will automatically add them as a participant in your Viral Loops campaign, ensuring you never miss an opportunity to engage them in your referral program. Save time and increase engagement by setting up this efficient connection between Clio and Viral Loops.

Easily streamline your contact management process with this Clio-Viral Loops integration. When a new contact is added in Clio, this workflow will automatically add them as a participant in your Viral Loops campaign, ensuring you never miss an opportunity to engage them in your referral program. Save time and increase engagement by setting up this efficient connection between Clio and Viral Loops.

  1. When this happens...
    ClioClio
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    Viral LoopsViral Loops
    Add Participant

    Adds a participant to your campaign

    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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viral-loops logo
viral-loops logo

About Viral Loops

Viral Loops is a referral marketing platform for busy marketers and founders.

Related categories

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