Clio

Clio

Create integrations between Clio and your favorite App

Create effective Clio automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Clio

Clio

Clio

Actions and Triggers

When this happensTriggers

Clio

New Matter

Triggers when a new matter is created

Clio

New Activity

Triggers when a new activity is created

Clio

New Bill

Triggers when a new bill is created

Clio

New Calender Entry

Triggers when a new calender entry is created

Clio

New Communication

Triggers when a new communication is created

Clio

New Contact

Triggers when a new contact is created

Do thisActions

Clio

Create Task

Creates a new task.

Clio

Update Person Contact

Updates an existing person contact.

Clio

Create Matter Note

Creates a new matter note.

Clio

Create Company Contact

Creates a company contact.

Clio

Create Calendar Entry

Creates a new calendar entry.

Clio

Create Matter Folder

Creates a new folder in a matter.

Real-World Use Cases of Clio Integrations

See how Clio integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate clio with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and clio databases.
  • Integrate clio with MySQL to automatically sync records, facilitating seamless data exchange between clio and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Clio

About Clio

Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.

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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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