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

pipesai

pipesai

Pipes.ai is a platform that improves your outbound marketing contact rates: Get more of your customers on the phone without making a hire.

pipelyne

pipelyne

Pipelyne allows you to create questionnaires that will provide your leads with instant estimates, allowing you to generate high quality leads for your business.

Pipefy

Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Pinterest

Pinterest

Pinterest is the world’s catalog of ideas that more than 100 million people around the world use every month to get more creative in their everyday lives. Save images and videos ("Pins") to curated collections ("Boards") from any website, or upload your own. Build your online presence and grow your audience by sharing your visual catalog, and track what your audience thinks through their Likes and repins.

PingSailor SMS

PingSailor SMS

PingSailor is an SMS messaging tool that allows you to send text messages globally.

pinboard

pinboard

Pinboard is a fast, no-nonsense bookmarking site. No ads, no fluff.

pima

pima

Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.

PieMatrix Pie

PieMatrix Pie

Pie is a visual process and project management web application that combines agile with waterfall and made for repeatable project processes. Pie is designed for improving end-project results with team collaboration.

Picky Assist

Picky Assist

Picky Assist helps to connect your existing android mobile phone as a gateway to automate SMS & WhatsApp or Business can connect Official WhatsApp Business Account to interconnect with other apps

phraseanet

phraseanet

Phraseanet is an Open Source Digital Asset Management solution dedicated to professionals who need a complete system to manage, publish and share their digital media resources (pictures, videos, audio, PDF, Office documents…).

photoroom

photoroom

PhotoRoom automatically removes the background from your images.

phonetrack

phonetrack

PhoneTrack is a call tracking platform that assists sales teams, service management and marketing.

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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