Connect Clio and fareharbor to Build Intelligent Automations

Choose a Trigger

Clio

When this happens...

Choose an Action

fareharbor

Automatically do this!

Enable Integrations or automations with these events of Clio and fareharbor

Enable Integrations or automations with these events of Clio and fareharbor

Triggers

New Matter Created

New Matter Created

Runs when a new matter is created in Clio.

New Activity

New Activity

Runs when new activity is created

New Bill Created

New Bill Created

Runs when new bill is created

New Calendar Entry

New Calendar Entry

Runs when new calendar entry is created

New Communication Is Created

New Communication Is Created

Runs when new communication is created

New Contact

New Contact

Triggers when a new contact is created

Actions

Create or Update Task

Create or Update Task

Creates a new task or updates an existing task.

Update Person Contact

Update Person Contact

Update 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

Create a calendar entry in Clio.

Create New Folder

Create New Folder

Create a new folder

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Frequently Asked Questions

How do I start an integration between Clio and fareharbor?

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

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

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

How often does the data sync between Clio and fareharbor?

The data sync between Clio and fareharbor 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 fareharbor?

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 fareharbor?

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

About fareharbor

FareHarbor is the leading global online reservation platform for the tour and activity industry. FareHarbor empowers tour operators to better serve their customers while increasing online bookings and revenue.

Learn More