Connect Clio and buzzboard ignite to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

buzzboard ignite

Automatically do this!

Enable Integrations or automations with these events of Clio and buzzboard ignite

Enable Integrations or automations with these events of Clio and buzzboard ignite

Triggers

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

New Contact

New Contact

Triggers when a new contact is created

Actions

Find a User

Find a User

Find a user by name

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

Create Calendar Entry

Create Calendar Entry

Creates a new calendar entry.

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Frequently Asked Questions

How do I start an integration between Clio and buzzboard ignite?

To start, connect both your Clio and buzzboard ignite accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in buzzboard ignite (or vice versa).

Can we customize how data from Clio is recorded in buzzboard ignite?

Absolutely. You can customize how Clio data is recorded in buzzboard ignite. This includes choosing which data fields go into which fields of buzzboard ignite, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Clio and buzzboard ignite?

The data sync between Clio and buzzboard ignite typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clio to buzzboard ignite?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clio and buzzboard ignite?

Yes, you can set conditional logic to control the flow of data between Clio and buzzboard ignite. 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.

Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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buzzboard ignite

About buzzboard ignite

BuzzBoard Ignite is a data intelligence platform, sources 1000s of robust data points on SMBs. Plug-in to start streaming real-time intelligence.

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