Connect Authress and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Group
New Application
New Tenants
New Connections
Choose an Action
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
Ready to use Authress and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
New Tenants
Trigger when a new tenants created.
New Connections
Trigger when a new connection is created.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
Do thisActions
Action is the task that follows automatically within your Authress integrations.
Create Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
Create Application
Specify application details for a new application that you own.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
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Frequently Asked Questions
To start, connect both your Authress and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Authress triggers actions in Clio (or vice versa).
Absolutely. You can customize how Authress 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 Authress 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 Authress 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.
About Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
