Clio + MailUp Integration

Integrate Clio to MailUp in one click, or tell Integrately AI how you want each contact handled. Segment clients, update your mailing lists, send professional newsletters, and trigger targeted follow-ups 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
  • MailUp
    List is created in MailUp
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
  • MailUp
    Add subscriber to a group in MailUp
  • MailUp
    Add subscriber to a list in MailUp
  • MailUp
    Send message to recipient in MailUp
  • MailUp
    Create a message in MailUp
  • MailUp
    Send message to group in MailUp
  • MailUp
    Create a group in MailUp
  • MailUp
    Create a list in MailUp
  • MailUp
    Remove recipient from list in MailUp

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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 + MailUp flow

Connect scheduling, team chat, CRM, and billing tools to extend your client communication workflows after the core pair finishes. Pick a combination and activate it in one click.

Clio
MailUp
+
Google CalendarGoogle Calendar (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
CalendlyCalendly (4)
+
StripeStripe (4)
+
GmailGmail (4)
C
M
G
Add every new Clio contact to your MailUp list, and create a consultation event in Google Calendar.
New Clio contacts appear instantly as MailUp subscribers while scheduling a consultation in Google Calendar, removing manual scheduling and list updates.
C
M
G
When a Clio calendar entry is created, add the attendee to a MailUp group and log the event in Google Calendar.
Clio calendar entries automatically update MailUp subscriber groups while tracking meetings in Google Calendar.
C
M
G
Create a MailUp subscriber and a Google Calendar reminder whenever a new Clio task is created.
New Clio tasks trigger MailUp list updates and set follow-up reminders in Google Calendar for your legal team.
C
M
G
When a Clio matter is created, add the client to a MailUp list and schedule an intake review in Google Calendar.
New Clio matters automatically populate MailUp mailing lists and book intake reviews in Google Calendar.

Supported triggers and actions for Clio and MailUp

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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MailUp
MailUp Triggers & Actions
List is created in MailUp
Triggers the automation when a new list is created
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Add subscriber to a group in MailUp
Adds a subscriber to a group within the mailing list
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Add subscriber to a list in MailUp
Adds a new subscriber to a mailing list
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Send message to recipient in MailUp
Delivers a pre-written message to a designated recipient
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Create a message in MailUp
Creates a new message
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Send message to group in MailUp
Sends a message to a group
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Create a group in MailUp
Creates a new group
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Create a list in MailUp
Generates a new mailing list
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Remove recipient from list in MailUp
Removes a recipient from a list
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What can you automate with Clio + MailUp?

Streamline legal practice marketing and client communication workflows with automated data synchronization.

What you can automate?
🔄
Sync Clio contacts to MailUp lists automatically
Add every new Clio contact straight into your MailUp subscriber lists the moment they are created. Eliminate manual exports and ensure your newsletters reach every active client.
📝
Capture every submitted field and contact detail
Map complete Clio contact information, custom fields, and matter details directly into MailUp subscriber profiles. Your email campaigns gain rich contextual data for targeted messaging.
🔔
Notify your team the moment a contact arrives
Trigger instant team notifications in Slack or email alerts in Gmail whenever a new client contact or matter is registered in Clio.
🔀
Route subscribers based on custom field criteria
Sort new contacts into specific MailUp groups or lists depending on practice areas or custom fields submitted in Clio.
📋
Keep subscriber lists updated as details change
Automatically update existing MailUp subscriber records whenever Clio contact details, tasks, or communication states are modified.
🔍
Search and update instead of creating duplicates
Check existing MailUp subscriber lists before adding new records from Clio, preventing duplicate entries and keeping your database clean.
💳
Manage status changes like bill updates and payments
Trigger MailUp recipient messages or group updates whenever Clio bill states change, invoices are created, or payments are completed.
🔗
Extend your workflow to Google Calendar and beyond
Connect Clio and MailUp to Google Calendar or HubSpot to schedule consultations and log CRM activities automatically after contacts are created.
And much more...

Who is Clio + MailUp integration for?

Legal professionals, practice managers, and marketing teams managing client communications find out that manual list updates slow down outreach, making automated syncing essential for efficient legal marketing.

Legal marketing directors
Legal marketing directors
Intake specialists
Intake specialists
Client relations managers
Client relations managers
Practice administrators
Practice administrators
Newsletter coordinators
Newsletter coordinators
Compliance officers
Compliance officers
📈
Legal marketing directors
You're reviewing campaign reports in MailUp but your contact lists only update when someone manually exports records, so the audience growth metrics you're optimising against are always a few hours behind — this integration means every new Clio contact lands in your MailUp list instantly and your campaign data stays current.
Intake specialists
You need to onboard new clients right away, but contacts created in Clio sit untouched until someone remembers to copy them over to MailUp, so follow-up emails go out late — with this integration, every new client submission triggers immediate list additions and rapid outreach.
🤝
Client relations managers
You answer to firm partners who want to see consistent client engagement updates, but disjointed contact records make reporting progress tedious — automating both apps means subscriber counts and communication logs update automatically without manual spreadsheet tracking.
📊
Practice administrators
The volume of new matters and client inquiries is too high for anyone to keep up by hand, leaving gaps between practice management and email campaigns — connecting these apps means automated subscriber management handles high volumes reliably.
👥
Newsletter coordinators
You own the email marketing workflow and depend on attorneys to hand over new client contact lists, but handoffs get missed in busy weeks — this integration means new contacts flow straight from Clio into your MailUp lists without requiring manual exports.
🗂️
Compliance officers
You need a reliable history of client communications and marketing list additions, but manual data entry keeps leaving missing records in your databases — automating both apps means every contact creation is logged accurately and consistently.
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 + MailUp

Build and manage your Clio + MailUp 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 + MailUp 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Clio to MailUp?
Frequently Asked Questions
You can connect Clio to MailUp in 1 click using ready templates on Integrately, or use Integrately AI to set up your workflow. It links Clio and MailUp alongside tools like Slack, HubSpot, and Gmail instantly.
Can I automatically add new Clio contacts to my MailUp subscriber lists?
Frequently Asked Questions
Can I connect Clio, MailUp, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Clio and MailUp?
Frequently Asked Questions
How are contact fields transferred from Clio to MailUp?
Frequently Asked Questions
Can MailUp groups be updated when a Clio matter is created?
Frequently Asked Questions
Do I need coding skills to automate Clio and MailUp?
Frequently Asked Questions
Is the Clio and MailUp integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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