Connect Braintrust and Clio
Integrate Braintrust with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Braintrust + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Braintrust
When this happens...
New Project Created
Choose an action
Clio
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
Create Project in Braintrust when Activity Deleted in Clio
Use this flowCreate Group in Braintrust when Bill Updated in Clio
Use this flowCreate Project in Braintrust when Bill Is Deleted in Clio
Use this flowCreate Role in Braintrust when Calender Entry Updated in Clio Calendar
Use this flowCreate Group in Braintrust when Calender Entry Deleted in Clio
Use this flowCreate Role in Braintrust when Calender Entry Deleted in Clio
Use this flowCreate AI Secret in Braintrust when Communication Updated in Clio
Use this flowCreate Project in Braintrust when Communication Is Deleted in Clio
Use this flowCreate AI Secret in Braintrust when Communication Is Deleted in Clio
Use this flowCreate Dataset in Braintrust when Contact Updated in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Braintrust and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Finds Braintrust projects created recently so you can act on new opportunities.
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
Do thisActions
Action is the task that follows automatically within your Braintrust integrations.
Create Project
Create a new project
Create Dataset
Create a new dataset
Create Group
Create a group and add members
Create Role
Add a role in Braintrust
Create AI Secret
Store an AI secret for apps
Create or Update Task
Creates a new task or updates an existing task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Braintrust
Braintrust is a decentralized talent network that connects skilled professionals with companies seeking top-tier expertise. It leverages blockchain technology to ensure fair compensation and transparency in the hiring process.
Learn moreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Braintrust and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Braintrust and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Braintrust triggers actions in Clio, and a separate workflow where Clio triggers actions in Braintrust. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Braintrust and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Braintrust and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
