Connect Clio and Form Publisher
Integrate Clio with Form Publisher to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Clio and Form Publisher
Supported Triggers & Actions
Everything you can automate between Clio and Form Publisher.
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter Created
Runs when a new matter is created in Clio.
New Activity
Runs when new activity is created
New Bill Created
Runs when new bill is created
New Calendar Entry
Runs when new calendar entry is created
New Communication Is Created
Runs when 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.
Create or Update Task
Creates a new task or updates an existing task.
Update Person Contact
Update an existing person contact
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Create a calendar entry in Clio.
Create New Folder
Create a new folder
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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About Form Publisher
Form Publisher is a tool that automates the process of generating documents from form responses. It allows users to create customized documents, such as PDFs, Word files, or Google Docs, based on the data collected from forms. This service is ideal for businesses and individuals who need to streamline document creation and management.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Clio and Form Publisher accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Form Publisher as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Form Publisher. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Form Publisher, and a separate workflow where Form Publisher triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Form Publisher. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Form Publisher integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
