Connect Clio and CRM.io 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!
List All lists
Search List by Name
List All Tags
Search Notes
List All Companies
List All Deals
List All Pipelines
List All Products
List All Sources
List All Users
Create Contact
Find Company
Find Deal
Ready to use Clio and CRM.io automations
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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.
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Frequently Asked Questions
To start, connect both your Clio and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in CRM.io (or vice versa).
Absolutely. You can customize how Clio data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and CRM.io 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 CRM.io. 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 CRM.io
CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.
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