Clio + Sendmsg Integration

Connect Clio to Sendmsg - 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 Sendmsg 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 & Sendmsg using Integrately.
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Ready Workflows For Clio + Sendmsg Integration

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Sendmsg + Clio Integration

Create Clio contact for new Sendmsg contact

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 Sendmsg contact 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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Clio + Sendmsg 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

  • Sendmsg
    New subscriber registered by sign-up form in Sendmsg

    Triggers the automation whenever a new subscriber is registered by a sign-up form

  • Sendmsg
    Subscriber joined a mailing list in Sendmsg

    Triggers the automation whenever a subscriber joins the mailing list

  • Sendmsg
    Subscriber unsubscribes in Sendmsg

    Triggers the automation whenever a subscriber unsubscribes

  • Sendmsg
    Subscriber registered by sign-up form in Sendmsg

    Triggers the automation whenever a subscriber registers by sign-up form

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

  • Sendmsg
    Add subscriber in Sendmsg

    Automatically adds a new subscriber

  • Sendmsg
    Add subscriber to a mailing list in Sendmsg

    Automatically adds a new subscriber to the mailing list

  • Sendmsg
    Update subscriber's details in Sendmsg

    Automatically updates subscriber information

  • Sendmsg
    Remove subscriber from a mailing list in Sendmsg

    Automatically removes a subscriber from a particular mailing list

  • Sendmsg
    Change subscriber's status in Sendmsg

    Automatically updates the status of a subscriber

  • Sendmsg
    Create a mailing list in Sendmsg

    Automatically generates a new mailing list

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Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

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You Can Also Connect Clio or Sendmsg With 1200+ Other Apps

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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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Sendmsg makes it easy for you to create & run your marketing campaigns. With our powerful automation tool, in-built landing pages, SMS messages and more - managing your business has never been easier!

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