Connect Clio and Agendor
Integrate Clio with Agendor to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task for Deal in Agendor for the deal when New Matter Created in Clio
Create Task for Organization in Agendor for the organization when New Matter Created in Clio
Create Task for Person in Agendor when New Matter Created in Clio
Update a Deal in Agendor when New Matter Created in Clio
Get Deal Details from Agendor when New Matter Created in Clio
Popular Clio + Agendor flows
Start from a real workflow other teams are already running.
Choose a trigger
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an action
Agendor
Automatically do this!
Create Task for Deal
Create Task for Organization
Create Task for Person
Update a Deal
Get Deal Details
Create Deal for an Organization or Person
Create Or Update Person
Get Deals for a Person
Get People
Delete Person
Delete Organization
List all People
List All Organizations
Create or Update Organization
List All Users
List Product Categories
List Sectors
List All Products
List All Metrics
List Loss Reasons
List Lead Origins
List All Deals
Update Product
Create Product
Delete Product
Create Task for Deal in Agendor for the deal when New Matter Created in Clio
Use this flowCreate Task for Organization in Agendor for the organization when New Matter Created in Clio
Use this flowCreate Task for Person in Agendor when New Matter Created in Clio
Use this flowUpdate a Deal in Agendor when New Matter Created in Clio
Use this flowGet Deal Details from Agendor when New Matter Created in Clio
Use this flowCreate Deal for an Organization or Person in Agendor when New Matter Created in Clio
Use this flowCreate Or Update Person in Agendor when New Matter Created in Clio
Use this flowGet Deals for a Person from Agendor when New Matter Created in Clio
Use this flowGet People from Agendor when New Matter Created in Clio
Use this flowDelete Person in Agendor when New Matter Created in Clio
Use this flowSupported Triggers & Actions
Everything you can automate between Clio and Agendor.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Contact
Triggers when a new contact is created
Do thisActions
Action is the task that follows automatically within your Clio integrations.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
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 Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn more
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Agendor 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 Clio and Agendor 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 Agendor. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Agendor, and a separate workflow where Agendor triggers actions in Clio. 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 Clio and Agendor. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Agendor integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
