Connect Backlog and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Backlog
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 Backlog and Clio automations
Actions and Triggers
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 Backlog integrations.
Get all Activities
Find all existing activities
Get Space Logo
Returns logo image of your space.
Get Space Notification
Returns space notification.
Get Space Disk Usage
Returns information about space disk usage.
Get all Projects
Find all existing projects
Get all Notifications
Find all existing notifications
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Frequently Asked Questions
To start, connect both your Backlog and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Backlog triggers actions in Clio (or vice versa).
Absolutely. You can customize how Backlog 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 Backlog 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 Backlog 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 Backlog
Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
