Connect Clio and Agorapulse to Build Intelligent Automations
Choose a Trigger
When this happens...
New Matter
New Activity
New Bill
New Calender Entry
New Communication
New Contact
New Document
Matter Status Updated
New Task
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Deleted
Contact Updated
Contact Deleted
Document Updated
Document Deleted
New Folder
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Choose an Action
Automatically do this!
- Request a new Action for Agorapulse
Enable Integrations or automations with these events of Clio and Agorapulse
Enable Integrations or automations with these events of Clio and Agorapulse
Triggers
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a new communication is created
New Contact
Triggers when a new contact is created
Actions
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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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Frequently Asked Questions
To start, connect both your Clio and Agorapulse accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Agorapulse (or vice versa).
Absolutely. You can customize how Clio data is recorded in Agorapulse. This includes choosing which data fields go into which fields of Agorapulse, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Agorapulse 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 Clio and Agorapulse. 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 Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreAbout Agorapulse
Agorapulse is a comprehensive social media management platform designed to help businesses and marketers manage their social media presence effectively. It offers tools for scheduling posts, monitoring social media activity, engaging with followers, and analyzing performance across various social media platforms.
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