AI & Automation
MCP
Partners
Pricing
We'd love to hear from you!
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
simple-social
Simple Social is an automated social media tool that simplifies the necessary, but painful process of building and maintaining a strong online presence.
siigo
Siigo Nube is an Accounting and Administrative software for SMBs companies.
SignRequest
SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
signNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
signedly
Signedly streamlines your signing process with e-signature technology, integrates with various apps, and ensures secure and fast document signing.
signals
Signals helps you engage with your ideal customers at the right time, through the best channel, and with the right message.
sightmill
Gather customer feedback or employee feedback via email, on your website, by SMS, or at events with SightMill NPS (Net Promoter Score) survey software. Use NPS surveys to understand how to improve customer experience of your products and service.
sidedrawer
SideDrawer is a collaborative digital vault platform designed for efficiency & privacy.
Shorten Rest
Shorten.REST is a flexible, robust, scale-able and transactional URL Shortening app.
shopuddy
Shopuddy offers a digital loyalty solution with stamp cards, vouchers, and memberships, all are stored on your customer’s mobile wallet.
shopper approved
Shopper Approved collects, manages, and displays ratings and reviews across the web to help improve and expand your brand's reputation and credibility.
shipmondo
Shipmondo is a freight booking platform that makes it possible for businesses to book freight and manage shipments across carriers. The integration will import order data from your webshop to your Shipmondo account
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.
5 Simple Automation Hacks to Make Your Team Free
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.
Learn More
About viaSocket
viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
Learn More