Connect Clientjoy and Clio
Integrate Clientjoy with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Clientjoy + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Clientjoy
When this happens...
New Invoice is created
New Customer Added
New Lead Is Added
New Proposal Created
Lead Is Updated
Customer Updated
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
List All Proposals from Clientjoy when New Activity in Clio
Use this flowUpdate Proposal in Clientjoy when New Activity in Clio
Use this flowList Lead Stages from Clientjoy when New Activity in Clio
Use this flowList All Lead Sources from Clientjoy when New Activity in Clio
Use this flowList All Invoices from Clientjoy when New Bill Created in Clio
Use this flowCreate Lead in Clientjoy when New Bill Created in Clio
Use this flowUpdate Lead in Clientjoy when New Bill Created in Clio
Use this flowList All Items from Clientjoy when New Bill Created in Clio
Use this flowList Lead Stages from Clientjoy when New Bill Created in Clio
Use this flowList All Lead Sources from Clientjoy when New Bill Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clientjoy and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice is created
Triggers when a new invoice in created.
New Customer Added
Runs when new customer added
New Lead Is Added
Runs when new lead is added
New Proposal Created
Runs when new proposal created
Lead Is Updated
Runs when lead is updated
Customer Updated
Runs when customer is updated
Do thisActions
Action is the task that follows automatically within your Clientjoy integrations.
List All Workspaces
Get all workspaces in account
List Workspace Members
Get all members in a workspace
List All Taxes
Get all taxes in a workspace
List Currencies
Get all currencies in workspace
List All Customers
Get all workspace customers
Create Customer
Create a customer in workspace
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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clientjoy 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 Clientjoy 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 Clientjoy triggers actions in Clio, and a separate workflow where Clio triggers actions in Clientjoy. 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 Clientjoy and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clientjoy 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.
