Connect Clio and Loyverse to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
Get Customers list
Create or Update Customer
Create or Update Category
Create or Update Discounts
Create or Update Supplier
Create or Update POS Device
Create or Update Tax
Upload Image
Get Single Tax
Get Single Supplier
Get Single Store
Get Single Item
Get Single Modifier
Get Single Employee
Get Single Discount
Get Single Customer
Get Single Category
Delete Category
Delete Customer
Delete Discount
Delete Tax
Get Single Variant
Delete Supplier
Get Single POS Device
Delete POS Device
Get Single Payment Type
Delete Modifier
Delete Item
Get merchant information
Get a list of Categories
Get a list of Discounts
Get a list of Employees
Get a list of Items Variants
Get a list of Items
Get a list of Modifiers
Get a list of Payment Types
Get a list of POS Devices
Get a list of Receipts
Get a list of Shifts
Get a list of Stores
Get a list of suppliers
Get List of Taxes
Get a list of webhooks
Create or Update Modifier
Get single Receipt
Get a Single Shift
Create Single Item
Update Inventory Levels
Create Sales Receipt
Create Refund Receipt
Get a list of nventory Items
Get Single Webhook
Create or Update Webhook
Delete Image
Create or Update Variant
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Matter
Triggers when a new matter is created
New Activity
Triggers when a new activity is created
New Bill
Triggers when a new bill is created
New Calender Entry
Triggers when a new calender entry is created
New Communication
Triggers when a 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.
Find a User
Find a user by name
Create Task
Creates a new task.
Update Person Contact
Updates an existing person contact.
Create Matter Note
Creates a new matter note.
Create Company Contact
Creates a company contact.
Create Calendar Entry
Creates a new calendar entry.
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Frequently Asked Questions
To start, connect both your Clio and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how Clio data is recorded in Loyverse. This includes choosing which data fields go into which fields of Loyverse, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Loyverse 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 Loyverse. 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.
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn MoreAbout Loyverse
Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.
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