Connect Bitrix24 CRM and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
Deal Trigger
Contact Trigger
Company Trigger
Lead Trigger
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 Bitrix24 CRM and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Deal Trigger
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Contact Trigger
Triggers when contact is created, updated, deleted or any other actions perform on contact.
Company Trigger
Triggers when company is created, updated, deleted or any other actions perform on company.
Lead Trigger
Triggers when Lead is created, updated, deleted or any other actions perform on Lead.
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 Bitrix24 CRM integrations.
Deal Action
Creates Or Update Deal
Deal Search
Search for deals by filters
Lead Search
Search for leads by filters
Contact Search
Search for contacts by filters
Quote Search
Search for quotes by filters
Company Search
Search for companies by filters
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Frequently Asked Questions
To start, connect both your Bitrix24 CRM and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Bitrix24 CRM triggers actions in Clio (or vice versa).
Absolutely. You can customize how Bitrix24 CRM 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 Bitrix24 CRM 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 Bitrix24 CRM 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 Bitrix24 CRM
Bitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
