
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 a New Mailing List Member
Get all Users
Get Messages Queue Status
Get all Domains
List keys for all domains
Get Tracking Settings
Get Logs
Get Account Tag Limit Information
Get Entire Account Stats
Get Entire domain Stats
Get Aggregates Providers
Get all Tags
Get Tag Limits
Get all Complaints
Get all Bounces
Get all Allowlist
Get all Routes
Get all Templates
Get all Ips
Get Ips of an Account
Get Signing Key
List Mailgun API keys
List Credential Metadata
List Mailgun Account IP
Find User by Email
Find Template by Name
Search key by Signing Domain
Get domain details
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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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Mailgun accounts to viaSocket. Once connected, you can set up a workflow where an event in Clio triggers actions in Mailgun (or vice versa).
Absolutely. You can customize how Clio data is recorded in Mailgun. This includes choosing which data fields go into which fields of Mailgun, setting up custom formats, and filtering out unwanted information.
The data sync between Clio and Mailgun 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 Mailgun. 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 MoreMailgun is a powerful email delivery service that provides developers with a reliable and scalable platform for sending, receiving, and tracking emails. It offers robust APIs for seamless integration, ensuring high deliverability and performance for transactional and marketing emails.
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