Clio + Mailgun Integration

Integrate Clio to Mailgun in one click, or tell Integrately AI how you want each contact handled. Create contacts, send emails, add members to mailing lists, and track deliveries automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Mailgun
    Complaint is created in Mailgun Instant
  • Mailgun
    Delivery is completed in Mailgun Instant
  • Mailgun
    Log data is added in Mailgun
  • Mailgun
    Delivery is failed in Mailgun Instant
  • Mailgun
    Open/Click event occurs in Mailgun Instant
  • Mailgun
    Member is unsubscribed in Mailgun Instant
  • Mailgun
    List is created in Mailgun
Arrow Right
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
  • Mailgun
    Add member to mailing list in Mailgun
  • Mailgun
    Send email in Mailgun
  • Mailgun
    Search member in mailing list in Mailgun

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Ready Workflows Ready Workflows for Clio + Mailgun Integration

Send emails, add subscribers to mailing lists, track message delivery, and update records, all in just one click.

Most popular automationsmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Clio + Mailgun flow

Connect legal workflows to accounting, team chat, scheduling, and document signing tools. Pick a combination and activate it in one click.

Clio
Mailgun
+
ClioClio (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
GmailGmail (5)
+
CalendlyCalendly (5)
+
DocuSignDocuSign (5)
C
M
C
Create a Clio task when a new contact is created in Clio, and send an email notification in Mailgun.
New Clio contacts trigger task creation and send an instant notification email via Mailgun without manual drafting.
C
M
C
Send an email in Mailgun when a new matter is created in Clio, and create a follow-up task in Clio.
New Clio matters trigger an outgoing email in Mailgun and set up corresponding follow-up tasks instantly.
C
M
C
When a matter status is updated in Clio, send a status update email in Mailgun and update the matter note in Clio.
Matter status changes in Clio trigger client notification emails in Mailgun and log updated notes automatically.
C
M
C
Create a calendar entry in Clio when a new bill is created in Clio, and send a billing alert email in Mailgun.
New Clio bills generate calendar reminders and dispatch billing alert emails through Mailgun automatically.
C
M
C
Use Claude to summarize new Clio matter notes, send the summary via email in Mailgun, and create a review task in Clio.
Claude summarizes new Clio matter notes, sending the brief via Mailgun and establishing review tasks.

Supported triggers and actions for Clio and Mailgun

Mix and match to build the exact automation you need

Clio
Clio Triggers & Actions
Instant
Contact is created in Clio
Triggers the automation when a new contact is created
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Instant
Task is created in Clio
Triggers the automation when a new task is created
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Instant
Matter is created in Clio
Triggers the automation when a new matter is created
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Instant
Communication is created in Clio
Triggers the automation when a new communication is created
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Instant
Bill state is updated in Clio
Triggers the automation when a bill state has been updated
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Instant
Task status has updated in Clio
Triggers the automation when a Task status has been updated
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Instant
Calendar entry is created in Clio
Triggers the automation when a new calendar entry is created
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Instant
Matter status has updated in Clio
Triggers the automation when the status of a particular matter is updated
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Matter note is created in Clio
Triggers the automation when a new note is added to any matter
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Instant
Activity is created in Clio
Triggers the automation when a new activity is created
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Instant
New bill is created in Clio
Triggers the automation when a new bill is raised
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Document is created in Clio
Triggers the automation when a new document is created
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Search task by name in Clio
Finds a task by its name
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Assign task template list to matter in Clio
Generates a new communication
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Upload document in Clio
Adds a document
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Update task in Clio
Modifies an existing task
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Create communication in Clio
Generates a new communication
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Create task in Clio
Generates a new task
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Create person contact in Clio
Adds a new contact to the person database
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Update person contact in Clio
Updates contact information for a person
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Search person contact in Clio
Searches for a person contact
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Search contact by custom field in Clio
Locates and retrieves contacts using a custom field
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Create time entry (Activity) in Clio
Record and track time spent on a activity
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Update matter in Clio
Updates matter details with the latest information
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Create matter in Clio
Generates new matter
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Create matter note in Clio
Generates a note for new matters
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Create matter folder in Clio
Generates a folder for organizing matter
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Create calendar entry in Clio
Adds a new event to the calendar
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Search matter in Clio
Searches for a matter
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Create expense entry (Activity) in Clio
Record a new expense entry
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Search matter by custom field in Clio
Searches for a matter using a custom field
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Create company contact in Clio
Adds a new contact for a company into the company's contact list
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Update company contact in Clio
Updates contact information for company records
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Search company contact in Clio
Retrieves contact information for a company
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Search user in Clio
Searches for a user
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Search bill in Clio
Searches for a bill
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Mailgun
Mailgun Triggers & Actions
Instant
Complaint is created in Mailgun
Triggers the automation when a complaint is created
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Instant
Delivery is completed in Mailgun
Triggers the automation when a delivery is marked as completed
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Log data is added in Mailgun
Triggers the automation when new log data is added
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Instant
Delivery is failed in Mailgun
Triggers the automation when a delivery fails to be completed
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Instant
Open/Click event occurs in Mailgun
Triggers the automation when a user opens or clicks on a element
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Instant
Member is unsubscribed in Mailgun
Triggers the automation when a member unsubscribes from the mailing list
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List is created in Mailgun
Triggers the automation when a new list is created
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Add member to mailing list in Mailgun
Adds new contacts to the mailing list for consistent communication
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Send email in Mailgun
Sends an email to a recipient
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Search member in mailing list in Mailgun
Searches for a member in a mailing list
Try it →

What can you automate with Clio + Mailgun?

Streamline your legal practice by automating email communications, contact management, and matter updates between Clio and Mailgun.

What you can automate?
✉️
Send emails automatically from Clio events
Trigger professional email notifications in Mailgun the moment a new contact, matter, or bill is created in Clio. Eliminate manual drafting and keep your clients informed instantly.
📋
Capture every detail across custom fields
Map all available contact and matter fields from Clio directly into your Mailgun email templates. Ensure your communications contain precise case details and accurate recipient data.
🔔
Alert the right team member immediately
Route specific Clio task updates or communication logs to designated attorneys and staff via targeted Mailgun alerts. Ensure everyone stays informed the second a case moves forward.
🔀
Branch workflows based on matter status
Send urgent high-priority emails when a critical matter is created, and standard follow-ups for routine matters. Route communications dynamically based on submitted Clio data.
🔄
Keep email lists and contact records updated
Automatically update mailing list subscriptions and member statuses in Mailgun whenever contact details or bill states change in Clio. Keep your records completely synchronized.
🔍
Search and update existing contacts
Check if a contact already exists in Mailgun before adding them, updating existing member data rather than creating unwanted duplicate entries in your mailing lists.
⏱️
Automate responses to billing and task updates
Send payment confirmation or past-due notices in Mailgun when a Clio bill state is updated or task status changes. Manage your post-creation workflows without manual oversight.
💬
Extend your workflow with Slack notifications
Trigger a Clio matter creation, send an email via Mailgun, and simultaneously alert your legal team in Slack. Connect three powerful tools into one seamless pipeline.
And much more...

Who is Clio + Mailgun integration for?

Law firms and legal professionals managing client matters and email communications need seamless synchronization to keep client updates accurate and eliminate manual data entry.

Managing Partners
Managing Partners
Litigation Attorneys
Litigation Attorneys
Client Relations Managers
Client Relations Managers
Legal Intake Coordinators
Legal Intake Coordinators
Firm Administrators
Firm Administrators
Compliance Officers
Compliance Officers
📊
Managing Partners
You're reviewing billing reports and matter metrics across your firm, but your communication logs only update when someone manually exports data, so the revenue counts you're analyzing are always a few hours behind — with this integration, every new bill lands in Mailgun instantly and your tracking stays current.
Litigation Attorneys
You need to respond immediately when case updates or communications arrive, but manual checking leaves you finding out about critical messages hours too late — this integration means every Clio communication triggers an instant email alert so you never miss a deadline.
🤝
Client Relations Managers
Clients constantly ask for progress reports on their active matters, but gathering status updates by hand takes hours away from casework — automating both apps means every matter status update automatically triggers a progress email to the client.
📈
Legal Intake Coordinators
New client contacts and inquiries flood in daily, and your team struggles to manually send welcome emails and track every submission — connecting these apps means every new contact automatically receives a Mailgun welcome email without manual effort.
👤
Firm Administrators
You rely on attorneys to notify you when new matters or bills are created so you can initiate client billing and communications, but handoffs frequently stall — this integration means every new Clio matter instantly triggers the necessary Mailgun email flow.
🗂️
Compliance Officers
Maintaining a pristine audit trail of all client communications and matter notes is vital, but manual logging invariably leads to missing records and gaps — automating both apps means every email event and Clio entry is logged seamlessly.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Clio + Mailgun

Build and manage your Clio + Mailgun automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Clio + Mailgun with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Clio to Mailgun?
Frequently Asked Questions
Connecting Clio to Mailgun takes just one click with Integrately. You can link your practice management platform to email tools like Gmail, Slack, and Calendly. Use ready templates or ask Integrately AI to build your automation.
Can I send emails automatically when a new client contact is created in Clio?
Frequently Asked Questions
Can I connect Clio, Mailgun, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clio and Mailgun?
Frequently Asked Questions
How are Clio client matters synchronized with Mailgun?
Frequently Asked Questions
Can Mailgun subscriber events update Clio records?
Frequently Asked Questions
Do I need coding skills to automate Clio and Mailgun?
Frequently Asked Questions
Is the Clio and Mailgun integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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