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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
didacte
Didacte is your strategic partner to create, distribute and sell your courses on an easy-to-use system, both for you and your students.
dialmycalls
DialMyCalls provides calling and texting to customers around the world. We offer reporting for all broadcasts as well as a contact management system.
dexatel
Dexatel is a leading provider of business messaging and omnichannel communications solutions.
devskiller
DevSkiller is a developer screening and online interview platform powered by RealLifeTesting™ methodology. The tool helps you find developers with the right skill set, shortening significantly your time to hire.
deskdirector
DeskDirector provides top customer success platform for MSPs that provides customizable client and tech portals, centralized communication, smart tickets, automations and more.
descript
Descript is a tool for getting accurate, fast, and affordable automatic transcriptions of your audio and video media. Once your media is transcribed, you can also edit the text - media word processing.
deluxer
Deluxer is a lead generation platforms that allows Real Estate Agents to get connected with home buyers and sellers in the US.
deliverlogic
DeliverLogic is an industry leading logistics platforms designed to support Restaurant Delivery services, local restaurants, and other logistics and delivery services.
CSVBox.io
csvbox.io is a no-code tool that helps web apps and SaaS companies to add a production-ready spreadsheet import feature to their application in a few minutes.
cryotos
Cryotos is a cloud-based maintenance management software platform to plan, track and optimize your facilities and maintenance management.
crowdfire
Crowdfire is a Social Media management tool used by brands, businesses, agencies, and individuals all over the world.
crosstrax
CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.
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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