When this happens...
Finished Actor Run
Finished Task Run

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 Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers whenever a selected actor is run and finished.
Triggers whenever a selected task is run and finished.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Action is the task that follows automatically within your Apify integrations.
Run a selected actor task.
Creates a new or updates an existing record in a key-value store.
Runs a selected actor.
Finds the most recent actor run with a specific status.
Find a dataset in Apify by searching with its ID.
Find a user by name

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Apify and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Apify triggers actions in Clio (or vice versa).
Absolutely. You can customize how Apify 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 Apify 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 Apify 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.
Apify is a powerful, scalable platform designed to automate web scraping, data extraction, and web automation tasks effortlessly. Whether you need to collect data from websites, automate repetitive browser actions, or build complex workflows, Apify provides a robust, developer-friendly environment to make it happen—without sacrificing flexibility or control.
Learn MoreClio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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