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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
blendee
Blendee is a modern M.o.s. Platform (Marketing Operating System). Provides all you may need to empower your Marketing & Advertising results.
brightmanager
BrightManager is a practice management software designed by accountants and used by accountants, bookkeepers, and payroll businesses across the UK.
Bright Sites
Bright Sites is a SaaS eCommerce platform designed for promotional product Distributors and Suppliers.
brieferr
Brieferr is a form analysis tool that gives insights about your users with various types of forms
brewsurvey
BrewSurvey is an online and offline data collection with weblinks and mobile survey app for collecting customer feedback, conducting market research & lead capture without internet connection anytime, anywhere.
brandvas
Brandvas is providing end to end solutions to solve some of the greatest marketing and agency challenges.
brandchamp
BrandChamp is all-in-one brand ambassador management software helping brands build successful ambassador communities.
braincert
BrainCert is an all-in-one unified training platform designed to deliver any type of custom training online with integrated Virtual Classroom and over 300+ tools.
Bp Pay
BP Pay provides blockchain payment solutions for fast, frictionless, low-cost transactions using Stellar Blockchain and Circle's USDC.
boxhero
BoxHero simplifies inventory management for small to medium-sized businesses. Increase visibility with barcode and QR-code attachments.
bounsel
Bounsel: AI-powered contract lifecycle management software. Effortlessly create, collaborate, review, store, approve, sign, and analyze contracts.
botster
Botster helps businesses automate routine tasks with zero code bots.
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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