Connect Elastic Email and Clio
Integrate Elastic Email with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact List in Elastic Email when New Contact in Clio
List Campaigns from Elastic Email when Communication Updated in Clio
List Campaigns from Elastic Email when Contact Updated in Clio
Create Contact List in Elastic Email when Folder Updated in Clio
Find Contact By Email in Elastic Email when New Bill Created in Clio
Popular Elastic Email + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Elastic Email
When this happens...
When a new contact is added to a specified contact list
Campaign Sent
When a contact unsubscribes
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create Report
Get Report
Download Report
Get All Reports
Create Contact List in Elastic Email when New Contact in Clio
Use this flowList Campaigns from Elastic Email when Communication Updated in Clio
Use this flowList Campaigns from Elastic Email when Contact Updated in Clio
Use this flowCreate Contact List in Elastic Email when Folder Updated in Clio
Use this flowFind Contact By Email in Elastic Email when New Bill Created in Clio
Use this flowList Campaigns from Elastic Email when Task Status Updated in Clio
Use this flowGet All Contacts from a List from a list in Elastic Email when Bill Updated in Clio
Use this flowGet All Contacts from a List from a list in Elastic Email when Communication Updated in Clio
Use this flowGet All Contacts from a List from a list in Elastic Email when Matter Deleted in Clio
Use this flowList Contacts from Elastic Email when Activity Updated in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Elastic Email and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new contact is added to a specified contact list
Runs the workflow automatically whenever a new contact is added to the specified contact list.
Campaign Sent
Triggers when a campaign is created.
When a contact unsubscribes
Runs the workflow automatically whenever a contact unsubscribes from your emails.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
Do thisActions
Action is the task that follows automatically within your Elastic Email integrations.
List Campaigns
Retrieve campaigns, or find a campaign by name.
List Contacts
List contacts in your Elastic Email account.
Create or Update Email Template
Create or update an email template identified by name.
List Email Templates
List email templates, optionally filtering by scope (Personal or Global), template type, and maximum results.
Unsubscribe Contacts
Mark one or more contacts as unsubscribed so they no longer receive emails.
Get All Contacts from a List
Get all contacts and their full details from a specified list.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Elastic Email
Elastic Email is a robust email marketing platform and SMTP relay service that caters to businesses and developers. It provides a suite of tools and services designed to facilitate email marketing campaigns, transactional emails, and email automation. The platform offers features like email template creation, contact list management, analytics, detailed reporting, and email API functionality.
Learn moreSimilar apps
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Elastic Email and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Elastic Email and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Elastic Email triggers actions in Clio, and a separate workflow where Clio triggers actions in Elastic Email. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Elastic Email and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Elastic Email and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
