Connect Clio and intagent leads to Build Intelligent Automations

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

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

The data sync between Clio and intagent leads 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.