Connect Basecamp and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Activity
New Message
New Schedule Entry
New To-Do
New To-Do List
New Project
New Person
New Document
New Comment
To-Do Status Changed
New Upload
To-Do Reopens
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 Basecamp and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity
Trigger when any activity happens in a basecamp.
New Message
Trigger when a new message is created in a basecamp.
New Schedule Entry
Trigger when a new schedule entry is created in a basecamp.
New To-Do
Trigger when a new todo is created in a basecamp.
New To-Do List
Triggers when a new todo list is created in a basecamp.
New Project
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your Basecamp integrations.
Create Project
Creates a new project.
Create a Message
Creates a new message in a message board.
Create Document
Creates a new document in a folder.
Create To-Do
Creates a new to-do in a to-do list.
Create Campfire Message
Creates a campfire message.
Create Card
Create card and add steps into it.
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Frequently Asked Questions
To start, connect both your Basecamp and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Basecamp triggers actions in Clio (or vice versa).
Absolutely. You can customize how Basecamp 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 Basecamp 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 Basecamp 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 Basecamp
Basecamp lets you manage your projects all on one page, is super fast, and keeps you up to date in real-time.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
