
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
Automatically do this!
Create Calendar
Update Event
List calendar
Get All Event
Get Events by ID
Delete Event
Create Calendar Event Or Meeting
Update Event Attendees
List Availabilities
Create an Access Control Rule
Get an Access Control Rule
List Access Control Rules
Delete an Access Control Rule
Update Calendar
Delete Calendar
Clear Calendar
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new matter is created
Triggers when a new activity is created
Triggers when a new bill is created
Triggers when a new calender entry is created
Triggers when a new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Clio integrations.
Find a user by name
Creates a new task.
Updates an existing person contact.
Creates a new matter note.
Creates a company contact.
Creates a new calendar entry.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Clio and Google Calendar accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Google Calendar (or vice versa).
Absolutely. You can customize how Clio data is recorded in Google Calendar. This includes choosing which data fields go into which fields of Google Calendar, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Google Calendar 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 Google Calendar. 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 provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreGoogle Calendar is a time-management and scheduling calendar service developed by Google. It allows users to create and edit events, set reminders, and share calendars with others. The service is designed to help individuals and teams stay organized and manage their time effectively.
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