Connect Postmark and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
Email Bounces
New Inbound Email
New Outbound Email Is Sent
New Message Stream
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 Postmark and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Email Bounces
Runs when an email sent through Postmark bounces.
New Inbound Email
Runs when a new inbound email is received
New Outbound Email Is Sent
Runs when a new outbound email is sent
New Message Stream
Runs when new message stream is created
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Postmark integrations.
Reactivate Email Address
Reactivates an email address that was previously bounced so it can receive emails again.
Send Email Using Template
Send an email to one or more recipients using a saved template.
Get Outbound Message Details
Get the details of a sent email by providing its message ID.
Get Bounce Dump
Get a raw data for a specific bounce.
Get Inbound Message Details
Retrieve the details of an inbound email using its message ID or by searching with sender, recipient, subject, or tag.
Send Email
Send an email from a verified sender to one or more recipients with optional CC, BCC, reply-to, formatted or plain text content, and an optional tag.
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Frequently Asked Questions
To start, connect both your Postmark and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Postmark triggers actions in Clio (or vice versa).
Absolutely. You can customize how Postmark 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 Postmark 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 Postmark 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 Postmark
Postmark is a reliable and fast email delivery service designed for developers. It ensures your transactional emails are delivered quickly and accurately, providing detailed analytics and insights.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
