Connect Clio and MailerLite Classic

Both apps 65Clio 46MailerLite Classic 19

• 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.

• Trigger
  New Group

  Triggered when a new subscriber group is created in MailerLite.

• Action
  Add Subscriber to Group

  Adds a subscriber to a MailerLite group, creating the subscriber if they do not exist yet.

• Action
  Create Campaign

  Creates a new regular or A/B email campaign addressed to the chosen groups or segments. Its HTML content is added afterwards.

• Action
  Create Group

  Creates a new subscriber group in the MailerLite account and returns the created group.

• Action
  Delete Campaign

  Deletes a campaign from the MailerLite account. A scheduled campaign cannot be deleted until it has been cancelled.

• Action
  Delete Group

  Deletes a subscriber group from the MailerLite account.

• Action
  Find Group by Name

  Returns the subscriber groups that match the specified group name.

• Action
  Get Group

  Returns one subscriber group by its id, including its name, subscriber counts, email activity totals and dates.

• Action
  List Campaigns

  Returns the campaigns in your MailerLite account with the chosen status, with a basic summary and open and click stats for each campaign.

• Action
  List Groups

  Returns the subscriber groups in the MailerLite account, with each group's subscriber counts, email stats and created and updated dates.

• Action
  List Segments

  Returns the segments stored in your MailerLite account, with each segment's title, rules, subscriber count and email engagement totals.

• Action
  List Subscriber Groups

  Returns the groups a subscriber belongs to, with each group's subscriber counts and sent, opened and clicked totals.

• Action
  List Subscribers

  Returns the subscribers in the MailerLite account, optionally limited to one status such as active or unsubscribed.

• Action
  Remove Subscriber From a Group

  Removes a subscriber from a group, identified by the subscriber's id or email address. The subscriber stays in the account and in any other groups.

• Action
  Search Subscribers

  Returns the subscribers in your MailerLite account that match a search term, such as an email address or name.

• Action
  Send Campaign

  Sends a draft campaign immediately or schedules it for a later time, and returns the campaign with its status and emails.

• Action
  Set Campaign Content

  Sets the HTML and plain-text content of a draft campaign, replacing what the campaign's email contains.

• Action
  Unsubscribe Subscriber

  Marks a subscriber as unsubscribed across the MailerLite account and returns the updated subscriber. Their name and fields can be updated in the same step.

• Action
  Update Group

  Renames an existing subscriber group and returns the updated group with its subscriber and email counts.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.