Subscribe contacts after winning deals

When a deal is won in Clio, automatically add the customer as a subscriber in SoTellUs to send welcoming newsletters.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

SoTellUs Explore SoTellUs →

Triggers

New review

Fires when a customer leaves a new review in SoTellUs.

Review updated

Fires when a review is edited or answered in SoTellUs.

New survey response

Fires when a customer answers a feedback survey in SoTellUs.

Actions

Send a review request

Invites a customer to leave a review with SoTellUs.

Create or update a customer

Adds or updates a customer contact in SoTellUs.

Reply to a review

Posts a public reply to a review in SoTellUs.

Clio Explore Clio →

Triggers

Case added or updated

Fires when a case or matter is opened or updated in Clio.

New lead

Fires when a new client lead is added in Clio.

Invoice issued

Fires when a client invoice is issued in Clio.

Actions

Create matter

Opens a new case or matter in Clio.

Create contact

Adds a client, company or contact in Clio.

Create time entry

Logs billable time against a matter in Clio.

Enroll new CRM leads into marketing segments When a lead is created in Clio, automatically add them to a welcome segment in SoTellUs to start outreach. See details

Log sent campaigns on CRM deal records When a campaign is sent in SoTellUs, automatically log an activity on the corresponding deal in Clio for sales tracking. See details

See all SoTellUs + Clio integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Subscribe contacts after winning deals” between SoTellUs and Clio?

Yes — describe it in the box above and Knit's Integrations Agent researches SoTellUs and Clio's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating SoTellUs with Clio help sales representatives?

Marketing emails sent from SoTellUs can automatically log activities on CRM contacts or deals in Clio, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Clio can immediately add the contact as a subscriber in SoTellUs.