Clio + Conversion

Connect Clio and Conversion 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!

Extract and Text from Document/Image URL
Generate Image from text prompt

Ready to use Clio and Conversion automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

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

Do thisActions
Action is the task that follows automatically within your Clio integrations.

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.

We'll help you get started

Our team is all set to help you!

Know More About Clio and Conversion Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between Clio and Conversion?

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

Can we customize how data from Clio is recorded in Conversion?

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

How often does the data sync between Clio and Conversion?

The data sync between Clio and Conversion 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 Conversion?

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 Conversion?

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

CRM

Learn More

About Conversion

Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.

AI Tools

Learn More

Connect Clio and Conversion to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Clio and Conversion automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Matter

New Activity

New Bill

New Calender Entry

New Communication

New Contact

Do thisActionsAction is the task that follows automatically within your Clio integrations.

Find a User

Create Task

Update Person Contact

Create Matter Note

Create Company Contact

Create Calendar Entry

We'll help you get started

Know More About Clio and Conversion Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About Clio

About Conversion

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your Clio integrations.