Connect Clio and Dumpling AI 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!
Convert DOCX to Text
Convert to PDF
Convert a document to Text
Crawl Website
Extract Data from Audio Files
Extract Data from Document
Extract Data from Image
Extract Data from Video
Extract data from DOCX with AI
Extract data from URL with AI
Extract Data from Document PDF
Generate AI Agent Completion
Generate AI Image with FLUX1 Schnell
Write PDF Metadata
Read PDF Metadata
Scrape URL
Screenshot URL
Trim Video
Run Javascript Code
Run Python Code
Get YouTube Transcript
Merge PDFs
Add To Knowledge Base
Get Google Autocomplete
Search Google
Search Google Maps
Search Google News
Search Google Places
Generate AI Image with FLUX1 Dev
Generate AI Image with FLUX1 Pro
Generate AI Image with Recraft V3
Ready to use Clio and Dumpling AI automations
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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 Dumpling AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Dumpling AI (or vice versa).
Absolutely. You can customize how Clio data is recorded in Dumpling AI. This includes choosing which data fields go into which fields of Dumpling AI, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Dumpling AI 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 Dumpling AI. 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 Dumpling AI
Dumpling AI is an innovative platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, streamline processes, and deliver intelligent insights to help businesses make data-driven decisions.
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