Avail Lifetime Free Access - Limited Time Period Offer
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
embedsocial
EmbedSocial helps you manage your online reviews and other user generated content.
emarsys
Emarsys is a marketing platform that enables personalized, one-to-one interactions between marketers and customers across all channels.
dropfunnels
DropFunnels application allows an authenticated user to transfer their data regarding leads, memberships, and orders from DropFunnels to any other platform.
dripcel
Dripcel is a cutting-edge conversational marketing platform that helps businesses build genuine relationships with current and potential customers.
dreamziot
DreamzIoT is a secured Internet of Things (IoT) solution to increase your productivity without having to build a software or think about infrastructure.
Drafter AI
Drafter AI enables marketing teams to scale AI-powered tasks like content generation, data acquisition and analytics.
Dovetail
Dovetail lets you organize user research data, analyze it together, and share insights with your team. Understand your customers with Dovetail and build better things.
dopplerai
DopplerAI is a vector database used to create embeddings. Upload files to add specialized knowledge to large language models such as ChatGPT.
doopoll
doopoll helps you to engage with the people that you care about, and then impress your colleagues with impactful visual reports. Collect insights, build mailing lists, and share your new insights.
doodle
Doodle is the easiest way to find the right time for anything. Schedule faster, get the right people together, and manage your time at work better.
donedone
DoneDone is a simple bug, issue, and task tracker and easy customer support tool -- your single place to manage both projects and customers.
dojiggy
Donor-Friendly Fundraising Platform for Nonprofits and Schools that Empowers Organizations to Raise More for Less.
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