Connect Powabase.ai and Clio
Integrate Powabase.ai with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Powabase.ai + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Powabase.ai
When this happens...
- Request a new Trigger for Powabase.ai
Choose an action
Clio
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
Create Agent in Powabase.ai when New Activity in Clio
Use this flowRun Agent on Powabase.ai when New Activity in Clio
Use this flowFind Agents in Powabase.ai when New Activity in Clio
Use this flowFind Sessions in Powabase.ai when New Activity in Clio
Use this flowList Knowledge Bases from Powabase.ai when New Activity in Clio
Use this flowCreate Agent in Powabase.ai when New Bill Created in Clio
Use this flowRun Agent on Powabase.ai when New Bill Created in Clio
Use this flowFind Agents in Powabase.ai when New Bill Created in Clio
Use this flowFind Sessions in Powabase.ai when New Bill Created in Clio
Use this flowList Knowledge Bases from Powabase.ai when New Bill Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Powabase.ai and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when new communication is created
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Powabase.ai integrations.
Create Agent
Create an agent by specifying a name, model, optional system prompt, and settings such as temperature.
Run Agent
Send a message to an agent to run its workflow and get a response. Optionally include a session ID, specify context (knowledge bases, context handlers, overrides, or inline items), and set advanced options like max context tokens, citations, temperature, and a custom JSON response format.
Find Agents
Retrieve agents (all or a specific agent by ID) and optionally filter by name or model.
Find Sessions
Retrieve a session by ID or list sessions for a specific agent.
List Knowledge Bases
List all knowledge bases or retrieve a specific knowledge base by ID.
Create or Update Task
Creates a new task or updates an existing task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Powabase.ai
Powabase is an all-in-one development platform for AI applications that unifies a Postgres-based BaaS (RLS, auth, object storage, realtime) with built-in RAG pipelines, an agent runtime with tools, and drag-and-drop workflows—accessible through a single REST API. It’s open source with self-hosting via Docker or Kubernetes and a managed cloud option, and you bring your own LLM keys for cost and compliance control.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Powabase.ai and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Powabase.ai and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Powabase.ai triggers actions in Clio, and a separate workflow where Clio triggers actions in Powabase.ai. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Powabase.ai and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Powabase.ai and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
