MCP, the future of AI, is now on viaSocket—use it today and connect to everything.
Create Ticket in BoldDesk when New Matter in Clio
Update Ticket in BoldDesk when New Matter in Clio
Create Contact in BoldDesk when New Matter in Clio
Create Contact Group in Bolddesk when New Matter in Clio
Create Ticket Note in BoldDesk when New Matter in Clio
Create Ticket Reply in BoldDesk when New Matter in Clio
Update Contact in Bolddesk when New Matter in Clio
Update Contact Group in Bolddesk when New Matter in Clio
Create Ticket in BoldDesk when New Activity in Clio
Update Ticket in BoldDesk when New Activity in Clio
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when the state of bill has changed
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new calendar entry.
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreBoldDesk is a comprehensive help desk and customer support software designed to streamline and enhance the customer service experience. It offers a range of features including ticket management, automation, and reporting to help businesses efficiently manage customer inquiries and support requests.
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