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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
Cube USA
Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.
CSG Forte Payments
CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.
craftboxx
Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem solving for construction sites.
Corpay One
Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.
copperx
Copperx is a blockchain payment gateway to accept crypto payments, recurring billing, invoices, and more to streamline payments.
Contentstack
Contentstack is a headless CMS that helps businesses create, manage, and deliver content across websites, apps, and devices. It lets developers build with any front-end tools while content creators manage content easily. It supports APIs, collaboration, and multi-language content, making it ideal for flexible, scalable digital experiences.
Clockwork Recruiting
Clockwork is an Executive Recruiting management tool where Firms collaborate with Clients and Candidates in the process of Retained Search.
kulea
Kulea is a marketing automation and personalisation platform build for SMEs.
Digimind Intelligence
Digimind Intelligence is a market & competitive intelligence platform that helps you monitor changes in your business environment.
Dante AI
Dante AI is an artificial intelligence platform which allows you to create conversations with knowledge gathered from documents, files, websites and more.
classe365
We are Classe365. We build tools that are used today by thousands of educational organizations across the world to manage their entire learner journey – from admissions to alumni and beyond.
CustomGPT.ai
CustomGPT builds your own AI-powered chatbot with your business content. Easy, no-code platform used by total beginners as well as advanced developers.
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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