Trigger an event in Klaviyo when a matter is closed in Clio, filter data, and format client info
Trigger an event in Klaviyo when a matter is closed in Clio, filter data, and format client info
Track client matters in Clio and trigger events in Klaviyo when a matter is closed. Format relevant client information for better engagement and reporting, ensuring your marketing efforts are timely and effective.
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Overview
Track client matters in Clio and trigger events in Klaviyo when a matter is closed. Format relevant client information for better engagement and reporting, ensuring your marketing efforts are timely and effective.