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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
route
Route is a multi-channel marketing automation platform. Identify contacts in your site or app, track their behaviour and trigger automated personalized campaigns.
roofr
Roofr: spend less time on admin and more time growing your roofing business. Manage reports, proposals, invoicing, payments, and more, on our easy-to-use platform.
roll
Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.
Roezan SMS
Roezan is an automated text funnel solution, increasing lead conversions through marketing automations.
rocketreach
RocketReach helps you find email, phone and social links for over 250 million professionals, across 6 million companies, worldwide.
rocketdevs
RocketDevs is a global remote company that facilitates connections between companies and a diverse pool of software engineers
Review Judge
Getting clients to leave 5-star reviews for your law firm has never been easier. Take the work out of following up with your clients with friendly automatic reminders. And don’t worry, Review Judge prevents negative reviews, too.
revenuejump
RevenueJump is a web application that helps companies maintain and grow their 5-star online reputation.
REVE Chat
REVE Chat is an AI enabled omnichannel customer engagement platform that provides real time sales and support assistance.
Rev AI
Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.
reteach
reteach is a training platform within the SME Market for managing corporate learning, onboarding, and product training.
retamo
Retamo is an online review and reputation management software designed to help businesses generate, monitor, and analyze customer ratings or feedback.
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.
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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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