BirdSend + Clio Integration

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Create Your Own BirdSend & Clio Integration Without Any Code

Create Custom Workflow

Contact is created in BirdSend
Contact is tagged in BirdSend
Contact is subscribed to sequence in BirdSend
Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state is updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio

Add tag to contact in BirdSend
Remove tag from contact in BirdSend
Search contact by email in BirdSend
Search tag by name in BirdSend
Search sequence by name in BirdSend
Subscribe contact in BirdSend
Unsubscribe contact in BirdSend
Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio

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2,000 Tasks

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You Can Also Connect BirdSend or Clio With 1200+ Other Apps

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Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

See Clio Integrations