Connect Buy Me a Coffee and Clio to Build Intelligent Automations
Choose a Trigger
When this happens...
New Member
New Supporter
Membership Cancelled
New Extra Purchase
Choose an Action
Automatically do this!
Find a User
Create Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create Matter Folder
Assign Task Template List
Find or Create Matter
Update Task
Create Person Contact
Create Matter
Update Matter
Create Time Entry [Activity]
Update Company Contact
Create Expense Entry [Activity]
Create Communication
Upload Document to Matter
Find or Create Person Contact
Find or Create Company Contact
Create Task Template List
List All Interest Charges
List All Line Items
List All Communications
List All Conversations
List All Contacts
List All Documents
List All Folders
List Matters
List All Reports
List All Task
List All User
List All Group
Find Clients for Matter
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Member
Trigger when you have a new monthly or yearly member.
New Supporter
Triggers when you have a new supporter.
Membership Cancelled
Triggers when a member cancel their subscription.
New Extra Purchase
Triggers when you have a new purchase on your extra.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
Do thisActions
Action is the task that follows automatically within your Buy Me a Coffee integrations.
Find a User
Find a user by name
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Creates a new calendar entry.
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Frequently Asked Questions
To start, connect both your Buy Me a Coffee and Clio accounts to viaSocket. Once connected, you can set up a workflow where an event in Buy Me a Coffee triggers actions in Clio (or vice versa).
Absolutely. You can customize how Buy Me a Coffee 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 Buy Me a Coffee 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 Buy Me a Coffee 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 Buy Me a Coffee
Buy Me a Coffee is a platform that allows creators to receive support and donations from their audience. It provides an easy way for fans to contribute financially to their favorite creators, helping them sustain their work and projects.
Learn MoreAbout Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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