Connect GMass and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Opened
Email Clicked
Email Bounced
Email Replied
Email Sent
Email Unsubscribed
Choose an Action
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
Ready to use GMass and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Opened
Triggers when an email is opened.
Email Clicked
Triggers when a link in an email is clicked.
Email Bounced
Triggers when an email bounces.
Email Replied
Triggers when an email that is sent as part of a campaign receives a reply.
Email Sent
Triggers when an individual email is sent as part of a campaign. This is not the trigger for transactional emails.
Email Unsubscribed
Triggers when an email address is unsubscribed from your GMass account.
Do thisActions
Action is the task that follows automatically within your GMass integrations.
Add unsubscribe
Adds an email address to your account's unsubscribe list. This will prevent your account from sending any campaigns to this address.
Remove Email Address From Campaign
Stops a campaign from sending to a particular email address. This is different from "Add Unsubscribe" because this is like unsubscribing an address just for a particular campaign rather than account-wide.
Send a Transactional Email
Sends a single transactional email.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
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Frequently Asked Questions
To start, connect both your GMass and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in GMass triggers actions in Clio (or vice versa).
Absolutely. You can customize how GMass data is recorded in Clio. This includes choosing which data fields go into which fields of Clio, setting up custom formats, and filtering out unwanted information.
The data sync between GMass and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between GMass and Clio. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About GMass
GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
