Clio + MailBluster Integration

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MailBluster + Clio Integration

Create Clio contact from new MailBluster order

As an online store owner, you're likely using MailBluster to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate MailBluster with Clio? This integration will allow you to automatically create a contact for each new order in Clio.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Clio + MailBluster 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
  • MailBluster
    Product is created in MailBluster
  • MailBluster
    Order is created in MailBluster
2.
  • Clio
    Search task by name in Clio
  • Clio
    Create task in Clio
  • Clio
    Create communication in Clio
  • Clio
    Assign task template list to matter in Clio
  • Clio
    Upload document in Clio
  • Clio
    Update 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
  • MailBluster
    Create lead in MailBluster
  • MailBluster
    Update lead in MailBluster
  • MailBluster
    Delete lead in MailBluster
  • MailBluster
    Search lead by email in MailBluster
  • MailBluster
    Create order in MailBluster
  • MailBluster
    Delete order in MailBluster
  • MailBluster
    Get order by ID in MailBluster
  • MailBluster
    Update order in MailBluster
  • MailBluster
    Create product in MailBluster
  • MailBluster
    Update product in MailBluster
  • MailBluster
    Delete product in MailBluster
  • MailBluster
    Get product by ID in MailBluster
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