Connect Clio and bookly to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for bookly
Enable Integrations or automations with these events of Clio and bookly
Enable Integrations or automations with these events of Clio and bookly
Triggers
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
Actions
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
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Frequently Asked Questions
To start, connect both your Clio and bookly accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in bookly (or vice versa).
Absolutely. You can customize how Clio data is recorded in bookly. This includes choosing which data fields go into which fields of bookly, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and bookly 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 bookly. 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 bookly
Bookly is a free scheduling plugin for WordPress that allows accepting online bookings on your website. Join more than 40,000 businesses all around the world that have already automated their online booking system!
Learn More
