Connect Mailjet and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email Open
New Email Unsubscribed
New Email Blocked
Email Sent
Email Link Clicked
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
Assign Task Template List
Find Or Create Matter
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find Or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Tasks
List All Users
List All Group
Find Clients for Matter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Open
runs when email is marked as spam
New Email Unsubscribed
runs when new contact is added
New Email Blocked
Add a contact to a Mailjet contact list.
Email Sent
Runs when Email Is Sent
Email Link Clicked
Runs when email link clicked
New Matter Created
Runs when a new matter is created in Clio.
Do thisActions
Action is the task that follows automatically within your Mailjet integrations.
Send HTML Email
Send an email with subject and HTML content, plus optional CC, BCC, and Reply-To.
Send Plain Text Email
Send a plain-text email to one or more recipients with optional CC, BCC, and reply-to.
Send Email Using Template
Send an email with a template to recipients, including CC, BCC, reply-to and template variables.
Subscribe Contact to List
Add or update a contact and subscribe them to a list.
Unsubscribe Contact From List
Remove a contact from a list so they stop receiving emails.
Update Contact
Update a contact's name or campaign exclusion status
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Frequently Asked Questions
To start, connect both your Mailjet and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Mailjet triggers actions in Clio (or vice versa).
Absolutely. You can customize how Mailjet 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 Mailjet 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 Mailjet 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 Mailjet
Mailjet is an all-in-one solution to send, track and deliver transactional, notification and marketing emails. Engage, analyze and react with your client base through email. Get started by using the Mailjet zap to synchronise contacts from your favorite eCommerce, CRM or other SaaS tools to your Mailjet contact lists. For users on API version 3 or higher.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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