Connect Breakcold and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New List
New Tag
New Status
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 Breakcold and Clio automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead
Runs when a new lead is created in Breakcold.
New List
Runs when a new list is created.
New Tag
Runs when a new tag is created.
New Status
Runs when a new status 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 Breakcold integrations.
Create or Update Lead
Creates a new lead or updates an existing lead in Breakcold.
Create List
Adds a new list to your Breakcold account.
Create Reminder
Adds a reminder to a lead in your Breakcold account.
Create a Note
Create a lead note in Breakcold.
Search Lead
Search a lead by email, phone, website, company, or social handle.
Create or Update Task
Creates a new task or updates an existing task.
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Frequently Asked Questions
To start, connect both your Breakcold and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Breakcold triggers actions in Clio (or vice versa).
Absolutely. You can customize how Breakcold 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 Breakcold 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 Breakcold 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 Breakcold
AI-native sales CRM that automates lead capture, pipeline movement, and task creation across Email, LinkedIn, WhatsApp, and Telegram. Provides meeting intelligence, enrichment, webhooks and a public REST API (api.breakcold.com) for integrations.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn More
