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

mattermost

mattermost

Mattermost offers modern team communication, behind your firewall. Share messages and files across phones and PCs, with archiving and instant search.

mastermind

mastermind

Mastermind app is a online course creation and hosting platform where our users that are subscribed to our platform can create and sell their online courses.

Maropost Commerce Cloud

Maropost Commerce Cloud

Build an online store, process sales at your bricks-and-mortar store, and showcase your products through eBay and social media, all from one platform.

Marcom Robot

Marcom Robot

MARCOM Robot Data Quality Engine helps B2B Marketing and Sales Operations leaders deliver better quality MQLs and convert them into bookings by arming them with data enrichment and data validation tools.

manychat

manychat

Manychat is an all-in-one Messenger Marketing platform. Create your Facebook Messenger bot for marketing, sales and support with our simple drag'n'drop builder. Effectively promote with built-in tools for growing audience. Start today – it's easy and free.

Manu Online

Manu Online

Manu Online is an ERP system for small and medium sized manufacturing companies.

Manifestly Checklists

Manifestly Checklists

Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.

manatal

manatal

Manatal is a recruitment software designed for HR, Talent Acquisition, recruiting and headhunting teams.

ManageEngine ServiceDesk Cloud

ManageEngine ServiceDesk Cloud

ManageEngine ServiceDesk Plus is a ITIL® compliant comprehensive help desk software with integrated asset and project management capabilities.

Mallabe

Mallabe

mallabe is an automation toolchain. This integration can be used by sales, support, other departments to validate customer data such as phone, email, credit cards. Other mallabe Integrations: - mallabe Currencies - for daily currencies, currencies conversion

malcolm

malcolm

Malcolm! is a set of easy to use tools that lets your users service, interact and engage with you online.

makeplans

makeplans

MakePlans is for online appointment booking, scheduling and signups for classes/events.

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.

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.

Learn More
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

Learn More