Clio + Drip Integration

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Popular Clio + Drip Workflows

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Drip + Clio Integration

Create Clio contact for new Drip contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Clio contact and Drip contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Clio + Drip Integration
1.
  • Clio
    Contact is created in Clio Instant
  • Clio
    Task is created in Clio Instant
  • Clio
    Matter is created in Clio Instant
  • Clio
    Communication is created in Clio Instant
  • Clio
    Bill state is updated in Clio Instant
  • Clio
    Task status has updated in Clio Instant
  • Clio
    Calendar entry is created in Clio Instant
  • Clio
    Matter status has updated in Clio Instant
  • Clio
    Matter note is created in Clio
  • Clio
    Activity is created in Clio Instant
  • Clio
    New bill is created in Clio Instant
  • Clio
    Document is created in Clio
  • Drip
    Subscriber record is created in Drip Instant
  • Drip
    Tag is applied to subscriber in Drip Instant
  • Drip
    Subscriber custom field is updated in Drip Instant
  • Drip
    Subscriber is unsubscribed from campaign in Drip Instant
  • Drip
    Tag is removed from subscriber in Drip Instant
  • Drip
    Subscriber is removed from campaign in Drip Instant
  • Drip
    Subscriber is added to campaign in Drip Instant
  • Drip
    Subscriber is unsubscribed from all mailings in Drip Instant
  • Drip
    Subscriber has visited page in Drip Instant
  • Drip
    Email is opened in Drip Instant
  • Drip
    Email is bounced in Drip Instant
  • Drip
    Email is clicked in Drip Instant
  • Drip
    Campaign is completed in Drip Instant
  • Drip
    Custom event is performed in Drip Instant
  • Drip
    Spam complaint is issued by subscriber in Drip Instant
  • Drip
    Trigger link is clicked in Drip Instant
2.
  • Clio
    Search task by name in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Create task in Clio
  • Clio
    Create person contact in Clio
  • Clio
    Update person contact in Clio
  • Clio
    Search person contact in Clio
  • Clio
    Search contact by custom field in Clio
  • Clio
    Create time entry (Activity) in Clio
  • Clio
    Update matter in Clio
  • Clio
    Create matter in Clio
  • Clio
    Create matter note in Clio
  • Clio
    Create matter folder in Clio
  • Clio
    Create calendar entry in Clio
  • Clio
    Search matter in Clio
  • Clio
    Create expense entry (Activity) in Clio
  • Clio
    Search matter by custom field in Clio
  • Clio
    Create company contact in Clio
  • Clio
    Update company contact in Clio
  • Clio
    Search company contact in Clio
  • Clio
    Search user in Clio
  • Clio
    Search bill in Clio
  • Drip
    Create or Update Subscriber in Drip
  • Drip
    Add tag to subscriber in Drip
  • Drip
    Remove tag from a subscriber in Drip
  • Drip
    Search subscriber in Drip
  • Drip
    Subscribe to campaign in Drip
  • Drip
    Create event in Drip
  • Drip
    Remove subscriber from campaign in Drip
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