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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

taptiq

taptiq

Taptiq provides an affordable tool for non-tech people to launch their own personalized engagement web and mobile platform in minutes

tappp

tappp

Tappp is a professional networking platform and provide several smart device to connect and share your professional information

taplio

taplio

Drive more business from LinkedIn. In 10min a day.

tapform

tapform

Tapform is an engaging website quiz-like form, perfect for businesses of all sizes looking to convert more website visitors into leads.

tapfiliate

tapfiliate

Tapfiliate is cloud based affiliate tracking software. It enables you to create, track and optimize your own affiliate programs.

TapTag

TapTag

Tap Tag is a powerful profile management tool that comes ready-to-setup on every Tag. This system allows you manage your contact card, share it, and more.

tango

tango

Tango's mission is simple: We make e-gift cards easy to send and awesome to receive. Tango allows you to enjoy sending e-gift cards and payments in real time.

tangelo

tangelo

Tangelo is making employee onboarding approachable and easy. With our simple checklists, employees know exactly what to focus on to get ramped up faster than ever.

Tandora Changelog

Tandora Changelog

Tandora Changelog - Shout loud to your customers. Let your customers know about your website updates, changelog and much more through Tandora.

talkwalker

talkwalker

Talkwalker delivers the social insights that help brands build growth.

talkroute

talkroute

Talkroute turns your phones & desktops into a virtual phone system that’s ready for business anywhere: office, home & on the road.

talknotes

talknotes

Talknotes turns messy thoughts into actionable notes. Speak, pick a style and the AI will turn your voice into a note, clean transcript, task list, and more!

Actions and Triggers

When this happensTriggers

New Matter

New Matter

Triggers when a new matter is created

New Activity

New Activity

Triggers when a new activity is created

New Bill

New Bill

Triggers when a new bill is created

New Calender Entry

New Calender Entry

Triggers when a new calender entry is created

New Communication

New Communication

Triggers when a new communication is created

New Contact

New Contact

Triggers when a new contact is created

Do thisActions

Create Task

Create Task

Creates a new task.

Update Person Contact

Update Person Contact

Updates an existing person contact.

Create Matter Note

Create Matter Note

Creates a new matter note.

Create Company Contact

Create Company Contact

Creates a company contact.

Create Calendar Entry

Create Calendar Entry

Creates a new calendar entry.

Create Matter Folder

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!

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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.

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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

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