Connect Bland.ai and Clio to Build Intelligent Automations

Choose a Trigger

Bland.ai

When this happens...

Choose an Action

Clio

Automatically do this!

Ready to use Bland.ai and Clio automations

Explore more automations built by businesses and experts

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Web Agent Created

Web Agent Created

Get web agent created within schedule time

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

Do thisActions

Action is the task that follows automatically within your Bland.ai integrations.

Create Prompt

Create Prompt

Create and store a prompt for future use.

Create Pathway

Create Pathway

Create a new conversational pathway.

Get All Pathways Information

Get All Pathways Information

Returns a set of information about all the conversational pathways in your account - including the name, description, nodes and edges.

Get Single Pathway Information

Get Single Pathway Information

Returns a set of information about the conversational pathway in your account - including the name, description, nodes and edges.

Update Pathway

Update Pathway

Update a conversational pathway's fields - including name, description, nodes and edges.

Delete Pathway

Delete Pathway

Delete your conversational pathway.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Bland.ai and Clio?

To start, connect both your Bland.ai and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Bland.ai triggers actions in Clio (or vice versa).

Can we customize how data from Bland.ai is recorded in Clio?

Absolutely. You can customize how Bland.ai 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.

How often does the data sync between Bland.ai and Clio?

The data sync between Bland.ai and Clio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Bland.ai to Clio?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Bland.ai and Clio?

Yes, you can set conditional logic to control the flow of data between Bland.ai 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.

Bland.ai

About Bland.ai

Bland.ai is a cutting-edge platform in the field of artificial intelligence, offering innovative tools and solutions to enhance business operations and decision-making processes. It provides AI-driven insights and automation capabilities to streamline workflows and improve efficiency.

Learn More
Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

Learn More