Connect Clio and invitereferrals to Build Intelligent Automations

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

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

The data sync between Clio and invitereferrals 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.