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

videopeel

videopeel

VideoPeel enables businesses to request, capture, collect, share, and analyze videos from their customers, patients, students, and employees.

vidalytics

vidalytics

Video hosting & analytics for marketers. See conversions in videos, mobile auto-play, in video Call-to-Actions, custom pause screens & more.

uplisting

uplisting

Uplisting is a platform for short-term rental property managers to optimise bookings and manage operations across multiple channels and multiple people.

upfluence

upfluence

Upfluence is an influencer platform that lets you identify organic influencers in your own customer base & website audience. Collect social data when visitors are browsing your site or during checkout and analyze their social data.

updatercloud

updatercloud

UpdaterCloud is a fast and flexible way to integrate web updates support with optional license key authorization to your free or premium web applications.

upcall

upcall

Upcall provides phone callers on demand. Import phone numbers and our professional callers will make sales and marketing calls for you.

uniqode

uniqode

Uniqode’s QR Codes and digital business cards help businesses worldwide build direct relationships, grow revenue, and acquire relevant data

unicorn platform

unicorn platform

Unicorn Platform is a drag & drop website and blog builder for startups, mobile apps, and SaaS.

underdog protocol

underdog protocol

Underdog Protocol helps you integrate web3 into your product or workflow

unaconnect

unaconnect

UnaConnect is a simple way to manage and receive data from a large fleet of IoT devices cost-efficiently via a console and an API.

Udemy for Business

Udemy for Business

Udemy for Business API Courses & Reporting APIs: https://business.udemy.com

ublux

ublux

Ublux is a cloud-based IP communications solution that allows businesses to fully personalize communication with their customers.

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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