AI & Automation
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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
smartercontact
Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!
smartengage
Engagement Automation Is The Future of Marketing. SmartEngage is an email autoresponder, Facebook messenger, and web push notification tool, which links all 3 platforms for the highest deliverability possible.
smartdialog
SmartDialog is a platform used to send and receive SMS- and WhatsApp messages. It offers a wide variety of smart messaging services.
alchemy
Alchemy is a web3 development platform with the most powerful set of web3 development tools to build and scale your dApp with ease!
Zvanu Parvaldnieks
Zvanu Pārvaldnieks is a mobile virtual PBX service for LMT mobile subscribers.
Zomentum PartnerAlign
Zomentum PartnerAlign makes it easier for SaaS companies to support their Partners, grow their channel programs, and scale revenue.
Zoho Showtime
Zoho ShowTime is a web-conferencing and an online virtual training tool that lets trainers engage with their attendees to drive self-improvement through feedback, and showcase their delivery skills on a secure cloud platform. It is available on the web and as a mobile app.
Zoho Show
Zoho Show is a free online presentation software that lets you create, collaborate, publish, and broadcast presentations from any device, quick and easy.
Zoho Creator
Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.
Zoho Checkout
Zoho Checkout allows you to accept recurring payments and one-time payments with personalized payment pages with zero coding.
zaxaa
Zaxaa is a platform that helps online course creators, coaches, and small businesses selling digital products to grow their sales.
yumpu
Yumpu is a powerful publishing application that makes it easy to convert, share and embed all kinds of documents. Yumpu is an E-paper technology with marketing tools which is also available for mobile platforms and devices.
Actions and Triggers
When this happensTriggers
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
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.
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.
- 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.
Know More About viaSocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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.
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
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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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