Clio Mailshake Integration using AI Agents
Appy Pie Automate allows you to Integrate Clio and Mailshake using AI Agents
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Clio offers law firms cloud-based software that handles various law practice management tasks including client intake, contact management, calendaring, document management, timekeeping, billing, and trust accounting.
About Mailshake
Mailshake is an email outreach tool that has features like mail merge and auto follow-ups to make email outreach fast and effective. Appy Pie Automate allows you to instantly connect Mailshake with over 100 other apps to help you automate your workflow.
Mailshake IntegrationsEasily set up Clio Mailshake Integration without coding. Start automating your workflows and Integrate Clio with Mailshake today.
- Triggers
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New ActivityTriggers when a new activity is Created.
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New ActivityDescription
Triggers when new ActivityDescription is created.
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New Bill
Triggers when a new Billis created.
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New Calendar Entry
Triggers when a new Calendar Entry is Created.
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New Communication
Triggers when a new Communication is added.
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New Contact
Triggers when a new Contact is created.
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New Document
Triggers when a new Document is added.
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New Expense Category
Triggers when a new Expense Category is created.
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New Folder
Triggers when a new Folder is created.
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New Matter
Triggers when a new Matter is created.
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New Task
Triggers when a new Task is created.
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New ClickTriggers when a recipient clicks on a link.
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New Lead
Triggers when a lead is created.
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New Lead Status
Triggers when the status of a lead changes.
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New Message Sent
Triggers when an email is sent to a recipient from one of the campaign sequence messages.
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New Open
Triggers when a recipient opens an email.
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New Reply
Triggers when a recipient replies to one of your messages.
- Actions
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Create Activity Description
Creates a new ActivityDescription.
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Add Recipient by Email Address
Adds a single recipient to a campaign. NOTE: This can cause emails to immediately be sent.
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Add Recipients by Email Addresses
Adds multiple recipients to a campaign. NOTE: this can cause emails to be immediately sent
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Create Leads
Creates leads from existing recipients that match the given email addresses.
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Pause/Unpause Campaign
Pauses or unpauses all sending for a campaign. When pausing, emails currently being sent will not be stopped. When unpausing, the sending calendar will be rescheduled to account for any pending emails.
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Pause/Unpause Recipient
Pauses or unpauses a recipient from receiving pending emails. WARNING: When unpausing, this may cause emails to be sent immediately.
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Unsubscribe Recipients
Unsubscribes one or more recipients from all current and future campaigns for your team.
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Update Lead Status
Updates lead status to Won, Lost, Ignored, or Reopened.
How Clio and Mailshake Integrations Work
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Step 1: Choose Clio as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Mailshake as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Clio to Mailshake.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.