Connect Assembla and Clio to Build Intelligent Automations

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Assembla

When this happens...

Choose an Action

Clio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Triggers when a ticket is created.

New Ticket Change

New Ticket Change

Triggers when any change is made to a ticket.

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

Do thisActions

Action is the task that follows automatically within your Assembla integrations.

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

Create Calendar Entry

Create Calendar Entry

Creates a new calendar entry.

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Frequently Asked Questions

How do I start an integration between Assembla and Clio?

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

Can we customize how data from Assembla is recorded in Clio?

Absolutely. You can customize how Assembla 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 Assembla and Clio?

The data sync between Assembla 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 Assembla 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 Assembla and Clio?

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

Assembla

About Assembla

Assembla is a comprehensive project management and collaboration platform designed to streamline workflows and enhance team productivity. It offers a suite of tools for task management, code repositories, and team collaboration, making it ideal for software development teams and project managers.

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Clio

About Clio

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

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