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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

sourcewhale

sourcewhale

SourceWhale is a recruitment engagement platform for teams to execute their daily activities and make more placements, faster.

soundwise

soundwise

Soundwise is a platform for selling audio courses, audiobooks, premium podcasts and other audio programs.

soundee

soundee

Soundee is a social music marketplace where artists and producers can connect and license music.

sotellus

sotellus

SoTellUs is a video review platform which allows you to collect reviews from anywhere online.

SOS Inventory

SOS Inventory

SOS Inventory is an app that tracks inventory, provides order management and manufacturing tracking and integrates with QuickBooks online.

sorted

sorted

Sorted is a Digital Marketing Business management application providing social media marketing, Email marketing, Professional reporting, instant lead notification and more

sopro

sopro

Sopro is a B2B prospecting service. Our experts research and engage prospects. Your business gets qualified leads in your sales funnel.

Sonix

Sonix

Sonix is an automated transcription service. We quickly and accurately convert audio and video files to text. We also provide rich editing tools so you can easily edit, annotate, and export your transcripts.

sonetel

sonetel

Sonetel enables voice and text communication for small companies

sonderplan

sonderplan

Sonderplan is an affordable planning tool for scheduling people, rooms, & equipment

Solvexia

Solvexia

SolveXia helps Finance and Accounting teams automate their reporting, reconciliations and analytics quickly and easily with zero-coding. Location support: Australia

Solve Data

Solve Data

Solve Data is an in-house data management platform.

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

Find a User

Find a User

Find a user by name

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.

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.

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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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