Clio + Memberstack Integration

Connect Clio to Memberstack in 1 click

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Popular Clio + Memberstack Workflows

Create Clio contact for new Memberstack member

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 Memberstack member 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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Update Clio company for new Memberstack member

Memberstack + Clio Integration

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Create Clio company for new Memberstack member

Memberstack + Clio Integration

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Create Automation

Contact is created in Clio Instant
Task is created in Clio Instant
Matter is created in Clio Instant
Communication is created in Clio Instant
Bill state has updated in Clio Instant
Task status has updated in Clio Instant
Calendar entry is created in Clio Instant
Matter status has updated in Clio Instant
Matter note is created in Clio
Activity is created in Clio Instant
New bill is created in Clio Instant
Document is created in Clio
Member is created in Memberstack Instant
Member is updated in Memberstack Instant
Member is deleted in Memberstack Instant
Member's plan added in Memberstack Instant
Member's plan canceled in Memberstack Instant

Create person contact in Clio
Update person contact in Clio
Search person contact in Clio
Search contact by custom field in Clio
Create time entry (Activity) in Clio
Update matter in Clio
Create matter in Clio
Create matter note in Clio
Create matter folder in Clio
Create calendar entry in Clio
Search matter in Clio
Create expense entry (Activity) in Clio
Search matter by custom field in Clio
Create company contact in Clio
Update company contact in Clio
Search company contact in Clio
Search user in Clio
Search bill in Clio
Search members in Memberstack
Create member in Memberstack
Update member in Memberstack
Delete member in Memberstack
Add free plan to member in Memberstack
Remove free plan from member in Memberstack

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You Can Also Integrate Clio & Memberstack With 1100+ Other Apps

Clio is the leading practice management platform for lawyers. With Clio, you can manage your client matters and other legal tasks more efficiently, so you can do what's most important to you: practice law.

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Memberstack is the ultimate solution for seamless user authentication, membership management, and secure payments. Its easy integration, customizable APIs, and robust features help your website deliver personalized experiences and drive business growth.

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