Clio + Lemlist Integration

Connect Clio to Lemlist - Automate your workflows in 1-click

Make use of Clio automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Set up Lemlist automations to send personalized campaigns, capture leads from various sources, and track campaign performance. Skip the manual back and forth! Easily automate the flow of data between Clio & Lemlist using Integrately.
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Ready Workflows For Clio + Lemlist Integration

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Clio + Lemlist Integration
1.
  • Clio
    Contact is created in Clio

    Triggers the automation whenever a new contact is created

    Instant
  • Clio
    Task is created in Clio

    Triggers the automation whenever a new task is created

    Instant
  • Clio
    Matter is created in Clio

    Triggers the automation whenever a new matter is created

    Instant
  • Clio
    Communication is created in Clio

    Triggers the automation whenever a new communication is created

    Instant
  • Clio
    Bill state is updated in Clio

    Triggers the automation whenever a bill state has been updated

    Instant
  • Clio
    Task status has updated in Clio

    Triggers the automation whenever a Task status has been updated

    Instant
  • Clio
    Calendar entry is created in Clio

    Triggers the automation whenever a new calendar entry is created

    Instant
  • Clio
    Matter status has updated in Clio

    Triggers the automation whenever the status of a particular matter is updated

    Instant
  • Clio
    Matter note is created in Clio

    Triggers the automation whenever a new note is added to any matter

  • Clio
    Activity is created in Clio

    Triggers the automation whenever a new activity is created

    Instant
  • Clio
    New bill is created in Clio

    Triggers the automation whenever a new bill is raised

    Instant
  • Clio
    Document is created in Clio

    Triggers the automation whenever a new document is created

  • Lemlist
    Email is opened in Lemlist

    Triggers the automation whenever an email is opened

    Instant
  • Lemlist
    Email is clicked in Lemlist

    Triggers the automation whenever an email link is clicked by the recipient

    Instant
  • Lemlist
    Email is replied in Lemlist

    Triggers the automation whenever you reply to an incoming email

    Instant
  • Lemlist
    Email is sent in Lemlist

    Triggers the automation whenever an email is sent

    Instant
  • Lemlist
    Email is interested in Lemlist

    Triggers the automation whenever an email recipient shows interest

    Instant
  • Lemlist
    Email is unsubscribed in Lemlist

    Triggers the automation whenever an email is unsubscribed from a mailing list

    Instant
  • Lemlist
    Email is bounced in Lemlist

    Triggers the automation whenever an email bounces back

    Instant
  • Lemlist
    Email is failed to send in Lemlist

    Triggers the automation whenever any email delivery fails

    Instant
  • Lemlist
    Recipient has unsubscribed in Lemlist

    Triggers the automation whenever a recipient unsubscribes

  • Lemlist
    Campaign is created in Lemlist

    Triggers the automation whenever a new campaign is created

2.
  • Clio
    Create person contact in Clio

    Automatically adds a new contact to the person database

  • Clio
    Update person contact in Clio

    Automatically updates contact information for a person

  • Clio
    Search person contact in Clio

    Automatically searches for a person contact

  • Clio
    Search contact by custom field in Clio

    Automatically locate and retrieve contacts using a custom field

  • Clio
    Create time entry (Activity) in Clio

    Automatically record and track time spent on a activity

  • Clio
    Update matter in Clio

    Automatically updates matter details with the latest information

  • Clio
    Create matter in Clio

    Automatically generates new matter

  • Clio
    Create matter note in Clio

    Automatically generates a note for new matters

  • Clio
    Create matter folder in Clio

    Automatically generates a folder for organizing matter

  • Clio
    Create calendar entry in Clio

    Automatically adds a new event to the calendar

  • Clio
    Search matter in Clio

    Automatically searches for a matter

  • Clio
    Create expense entry (Activity) in Clio

    Automatically record a new expense entry

  • Clio
    Search matter by custom field in Clio

    Automatically searches for a matter using a custom field

  • Clio
    Create company contact in Clio

    Automatically adds a new contact for a company into the company's contact list

  • Clio
    Update company contact in Clio

    Automatically updates contact information for company records

  • Clio
    Search company contact in Clio

    Automatically retrieves contact information for a company

  • Clio
    Search user in Clio

    Automatically searches for a user

  • Clio
    Search bill in Clio

    Automatically searches for a bill

  • Lemlist
    Add buddy-to-be to Campaign in Lemlist

    Automatically adds a designated buddy-to-be to a campaign for targeted communication

  • Lemlist
    Remove buddy-to-be from campaign in Lemlist

    Automatically removes a buddy-to-be from a campaign

  • Lemlist
    Remove buddies-to-be from unsubscribed list in Lemlist

    Automatically removes buddies-to-be from the unsubscribed list

  • Lemlist
    Add recipient to unsubscribe list in Lemlist

    Automatically prevents a recipient from receiving any further email communications

  • Lemlist
    Search lead in Lemlist

    Automatically retrieves information for a particular lead

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