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Set up your first integration
Quickly connect Clio to Constant Contact with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Clio with Constant Contact - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Clio.
Add your action
An action happens after the trigger—such as "Add Contact to List" in Constant Contact.
You’re connected!
Zapier seamlessly connects Clio and Constant Contact, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - Bill State Updated
Triggers when the state of a bill has changed.
Try ItTriggerInstant - New Communication
Triggers when a new communication is created.
Try ItTriggerInstant - New Document
Triggers when a new document is created.
Try ItTriggerPolling
- New Bill
Triggers when a new bill is created.
Try ItTriggerInstant - New Calendar Entry
Triggers when a new calendar entry is created.
Try ItTriggerInstant - Contact Type
Try ItTriggerInstant- New Matter
Triggers when a new matter is created.
Try ItTriggerInstant
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Connect Clio and Constant Contact to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Constant Contact on the Zapier blog
Frequently Asked Questions about Clio + Constant Contact integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Clio and Constant Contact
How do I connect Clio with Constant Contact?
To integrate Clio with Constant Contact, navigate to the integrations section within your Clio account and select Constant Contact from the available options. Follow the prompts to authenticate both accounts and establish a secure connection.
Can I create new contacts in Constant Contact from Clio?
Yes, by setting up specific triggers in Clio, every new contact added can automatically create a corresponding contact in Constant Contact.
What triggers are available for the Clio and Constant Contact integration?
We offer a range of triggers for this integration. Common triggers include 'New Matter', 'New Contact', and 'Updated Client' in Clio which can initiate corresponding actions in Constant Contact.
Which actions are supported when integrating Clio with Constant Contact?
When you integrate these tools, supported actions include creating or updating contacts, adding contacts to email lists, and sending email campaigns triggered by events in Clio.
Is it possible to update existing contacts in Constant Contact using data from Clio?
Yes, when a contact is updated in Clio, you can set an automation to update that contact's information within Constant Contact.
How do I ensure only certain types of contacts are synced from Clio to Constant Contact?
You can apply filters during setup to ensure only specific types of contacts or those meeting certain criteria are synced between the two platforms.
Do I need any special permissions for integrating these platforms?
You generally need admin-level permissions on both accounts to set up the initial integration process between Clio and Constant Contact.
