Connect Postmark and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email Bounce
New Inbound Email
New Outbound Email
New Message Stream
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
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 All Reports
List All Task
List All User
List All Group
Find Clients for Matter
Ready to use Postmark and Clio automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email Bounce
Triggers when an email sent through Postmark bounces.
New Inbound Email
Triggers when an email is received through Postmark.
New Outbound Email
Triggers when a new email sent through Postmark.
New Message Stream
Triggers when a new message stream is created in Postmark.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
Do thisActions
Action is the task that follows automatically within your Postmark integrations.
Activate a Bounce
Reactivates an email address that was previously bounced.
Send an Email Using a Template
Sends an email using a predefined template.
Get Outbound Message Details
Get details of a sent email using its message Id.
Get Bounce Dump
Get a raw data for a specific bounce.
Get Inbound Message Details
Get details of an inbound message using its Id.
Send a Single Email
Send an email from a confirmed sender to one or more recipients with optional CC/BCC, HTML or plain-text body, reply-to, and 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.
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