--- title: "Connect BigMailer and Clio - APIANT.ai" description: "When \"New Contact\" fires in BigMailer, your agent runs \"Create Company Contact\" in Clio." canonical: "https://apiant.ai/connect/bigmailer-to-clio" --- # Connect BigMailer and Clio When **New Contact** fires in [BigMailer](https://apiant.ai/connections/bigmailer), your agent runs **Create Company Contact** in [Clio](https://apiant.ai/connections/clio), or **Matter Status Updated** in Clio to **Add/Update Contact** in BigMailer. Describe the whole flow and it is built, tested on every scenario and kept running. BigMailer **1** trigger BigMailer **35** actions Clio **8** triggers Clio **38** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want BigMailer and Clio to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What BigMailer and Clio can do together ### From BigMailer to Clio - When **New Contact** in BigMailer then **Create Company Contact** in Clio - When **New Contact** in BigMailer then **Create Person Contact** in Clio ### From Clio to BigMailer - When **Matter Status Updated** in Clio then **Add/Update Contact** in BigMailer - When **New Activity** in Clio then **Create a bulk campaign** in BigMailer Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with BigMailer and Clio ## Triggers and actions 9 triggers · 73 actions - Trigger **New Contact** Triggered when a new contact is created in a BigMailer brand. - Action **Add/Update Contact** Creates a BigMailer contact, or updates the existing contact with that email address. Custom fields for the selected brand can be mapped alongside list membership and unsubscribe settings. - Action **Create a bulk campaign** Creates a bulk email campaign in a BigMailer brand — name, subject, sender, content, recipient lists, tracking and optional schedule. - Action **Create an RSS campaign** Creates an RSS-to-email campaign in a BigMailer brand: watches a feed URL and emails new items on the schedule you choose. - Action **Create a transactional campaign** Creates a transactional campaign in a BigMailer brand — the reusable email template and settings you later send one-off emails with. - Action **Create list** Creates a new contact list inside a BigMailer brand. - Action **Create segment** Creates a segment in a BigMailer brand: a saved set of conditions that picks out the contacts you want to target. - Action **Create template** Creates a reusable email or landing-page template in a BigMailer brand. - Action **Delete contact** Deletes a contact from a BigMailer brand, by contact ID or email address. - Action **Delete list** Deletes a contact list from a BigMailer brand. - Action **Delete segment** Deletes a segment from a BigMailer brand. - Action **Delete template** Deletes a template from a BigMailer brand. - Action **Get brand** Returns one BigMailer brand: its name, default sender, bounce settings, contact count and engagement stats. - Action **Get bulk campaign** Returns one bulk campaign from a BigMailer brand, including its content, recipients and send statistics. - Action **Get contact** Returns one BigMailer contact by ID or email address, including its custom field values. - Action **Get list** Returns one contact list from a BigMailer brand. - Action **Get RSS campaign** Returns one RSS campaign from a BigMailer brand, including its feed URL, schedule and content. - Action **Get segment** Returns one segment from a BigMailer brand, including the conditions that define it. - Action **Get template** Returns one template from a BigMailer brand, including its HTML. - Action **Get transactional campaign** Returns one transactional campaign from a BigMailer brand, including its content and send statistics. - Action **List brands** Lists the brands in your BigMailer account. - Action **List bulk campaigns** Lists the bulk campaigns in a BigMailer brand. - Action **List contacts** Lists the contacts in a BigMailer brand, optionally limited to one list. - Action **List lists** Lists the contact lists in a BigMailer brand. - Action **List RSS campaigns** Lists the RSS campaigns in a BigMailer brand. - Action **List segments** Lists the segments in a BigMailer brand. - Action **List senders** Lists the sending identities in a BigMailer brand. - Action **List templates** Lists the templates in a BigMailer brand. - Action **List transactional campaigns** Lists the transactional campaigns in a BigMailer brand. - Action **Update a bulk campaign** Updates an existing bulk campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update an RSS campaign** Updates an existing RSS campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update a transactional campaign** Updates an existing transactional campaign in a BigMailer brand. Only the fields you fill in are changed. - Action **Update brand** Updates an existing BigMailer brand — its name, default sender name and email, website URL, unsubscribe text, bounce thresholds, contact limit and logo. Only the fields you fill in are changed. - Action **Update list** Renames an existing contact list inside a BigMailer brand. - Action **Update segment** Updates an existing BigMailer segment — its name, match operator (all/any) and its list of conditions. Only the fields you fill in are changed. - Action **Update template** Updates an existing BigMailer template — its name, type, HTML content and account-wide sharing. Only the fields you fill in are changed. - Trigger **Matter Status Updated** Triggers when the status of a matter has changed. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Calendar Entry** Triggers when a new calendar entry is created. - Trigger **New Communication** Triggers when a new communication is created. - Trigger **New Contact** Triggers when a new contact is created. - Trigger **New Matter** Triggers when a new matter is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **Task Status Updated** Triggers when the status of a task has changed. - Action **Create Calendar Entry** Creates a new calendar entry. - Action **Create Communication** Creates a new communication. - Action **Create Company Contact** Creates a company contact. - Action **Create Expense Entry (Activity)** Creates a new expense entry. - Action **Create Matter** Adds a new matter to Clio Manage. - Action **Create Matter Folder** Creates a new folder in a matter. - Action **Create Matter Note** Creates a new matter note. - Action **Create Person Contact** Creates a person contact. - Action **Create Task** Creates a new task. - Action **Create Time Entry (Activity)** Creates a new time entry. - Action **Delete activity** Delete an activity. - Action **Delete calendar entry** Delete a calendar entry. - Action **Delete contact** Delete a contact. - Action **Delete matter** Delete a matter. - Action **Delete task** Delete a task. - Action **Find Company Contact** Returns the company contacts that match the search text. - Action **Find Matter** Returns the matters that match the specified search text and optional filters - Action **Find Newest Matter by Client Email** Returns the most recently created matter for the client with the given email address. - Action **Find Person Contact** Find a person contact by ID, name, title, email address, address, phone number, web site, instant messenger, custom fields, related matter name, or company name matching a given string. - Action **Find User** Find a user by name. - Action **Get activity** Fetches an activity (time or expense entry) by ID. An error occurs if the activity is not found. - Action **Get calendar entry** Returns one calendar entry by id, including summary, start and end times. - Action **Get communication** Returns one communication by id. - Action **Get contact** Retrieve a contact (person or company) by id. - Action **Get document** Retrieve document metadata by id. - Action **Get matter** Retrieve a matter by id. - Action **Get task** Retrieve a task by id. - Action **List activities** List all activities. - Action **List contacts** List all contacts. - Action **List practice areas** List practice areas. - Action **List tasks** List all tasks. - Action **List users** List firm users. - Action **Update activity** Update an activity. - Action **Update calendar entry** Update a calendar entry. - Action **Update Matter** Update an existing matter. - Action **Update Person Contact** Updates an existing person contact. - Action **Update Task** Updates a task. - Action **Upload Document to Matter** Uploads a file from a URL into a Clio matter's documents and marks it fully uploaded. ## Each app on its own - [ **BigMailer** BigMailer is email marketing software for agencies and developers.](https://apiant.ai/connections/bigmailer) - [ **Clio** Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do...](https://apiant.ai/connections/clio) Reviews ## What our customers say ## More from BigMailer - [ **BigMailer to MINDBODY** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/bigmailer-to-mindbody) - [ **BigMailer to BridgeDb** bridgedb webservices](https://apiant.ai/connect/bigmailer-to-bridgedb) - [ **BigMailer to Salesmap** SalesMap is a data-driven CRM for sales growth.](https://apiant.ai/connect/bigmailer-to-salesmap) - [ **BigMailer to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/bigmailer-to-hubspot) - [ **BigMailer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/bigmailer-to-salesforce) - [ **BigMailer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/bigmailer-to-slack) ## More into Clio - [ **capture to Clio** capture is a service that is your AI's long-term memory.](https://apiant.ai/connect/capture-to-clio) - [ **ActiveCampaign to Clio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-clio) - [ **Airtable to Clio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-clio) - [ **Asana to Clio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-clio) - [ **ClickUp to Clio** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-clio) - [ **Brevo to Clio** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-clio) Questions ## BigMailer and Clio, answered ### ### What can start an automation from BigMailer? Any of BigMailer's 1 trigger in the catalog, including New Contact. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Clio when something happens in BigMailer? Any of Clio's 38 actions, including Create Calendar Entry, Create Communication, Create Company Contact and Create Expense Entry (Activity). Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Clio to BigMailer? Yes. When something happens in Clio, your agent can act in BigMailer too. This page covers both directions: Clio's triggers and BigMailer's actions are listed here as well. ### ### Do I have to build a connector for BigMailer or Clio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use BigMailer and Clio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.