Integrate Clio with Mastodon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Clio
When this happens...
New Matter Created
New Activity
New Bill Created
New Calendar Entry
New Communication Is Created
New Contact
New Document
Matter Status Updated
New Task Created
Task Status Updated
Activity Updated
Activity Deleted
Bill Updated
Bill Is Deleted
Calender Entry Updated
Calender Entry Deleted
Communication Updated
Communication Is Deleted
Contact Updated
Contact Is Deleted
Document Updated
Document Deleted
New Folder Created
Folder Updated
Folder Deleted
Matter Updated
Matter Deleted
Task Deleted
Mastodon
Automatically do this!
Delete Status
Post New Status
Search Post
Favourite a Status
Unfavourite Status
Reblog Status
Unreblog Status
Bookmark Status
Unbookmark Status
Mute Conversation
Unmute Conversation
Pin a Status
Unpin a Status
Update Status
Search Notification
Dismiss Notification
Create a List
Update List
Search List
Delete List
Delete Status from Mastodon when New Matter Created in Clio
Use this flowPost New Status to Mastodon when New Matter Created in Clio
Use this flowSearch Post in Mastodon when New Matter Created in Clio
Use this flowFavourite a Status in Mastodon when New Matter Created in Clio
Use this flowUnfavourite Status in Mastodon when New Matter Created in Clio
Use this flowReblog Status on Mastodon when New Matter Created in Clio
Use this flowUnreblog Status on Mastodon when New Matter Created in Clio
Use this flowBookmark Status in Mastodon when New Matter Created in Clio
Use this flowUnbookmark Status on Mastodon when New Matter Created in Clio
Use this flowMute Conversation in Mastodon when New Matter Created in Clio
Use this flowEverything you can automate between Clio and Mastodon.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new matter is created in Clio.
Runs when new activity is created
Runs when new bill is created
Runs when new calendar entry is created
Runs when new communication is created
Triggers when a new contact is created
Action is the task that follows automatically within your Clio integrations.
Creates a new task or updates an existing task.
Update an existing person contact
Creates a new matter note.
Creates a company contact.
Create a calendar entry in Clio.
Create a new folder

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreMastodon is a decentralized social media platform that allows users to create and join communities, share content, and engage in discussions. It offers a unique approach to social networking by providing a federated network where users can choose their own servers and have more control over their data and interactions.
Learn moreSign up for a free viaSocket account, then authorize both your Clio and Mastodon accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Clio and Mastodon as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Mastodon. No coding required.
Yes. You can set up a workflow where Clio triggers actions in Mastodon, and a separate workflow where Mastodon triggers actions in Clio. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Clio and Mastodon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Clio and Mastodon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.