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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

slazzer

slazzer

Slazzer is an AI powered tool that remove the background from any image automatically in just a few seconds.

slayte

slayte

Slayte is a Suite of Submissions and Event Management tools to streamline submission and review processes and create sessions automatically.

skyprep

skyprep

SkyPrep is an LMS that allows you to easily host, deliver, and track all your training.

skubana

skubana

Skubana is a cloud based, all-in-one operations software to handle and automate order management, inventory, analytics, POs, & accounting.

skoot

skoot

The SKOOT Climate Platform helps businesses achieve their goal of being net-zero, our API makes it easy to Plant Trees and Buying Carbon Offset.

skool

skool

Skool is a simple to use community platform that allows you to put your community, course, and event schedule together in one place.

skedpal

skedpal

SkedPal is a smart calendar app that schedules your to-do's based on your commitments and preferences.

skedda

skedda

The elegant booking app for scheduling the use of spaces at venues, offices, clinics, studios and more.

skalin

skalin

Skalin is a Customer Success platform for Startups who want to scale faster.

Six Disciplines

Six Disciplines

Six Disciplines helps automate excel file uploads into Six Disciplines to update your custom data sets.

sivo

sivo

Sivo provides debt-as-a-service. Our API allows companies to access debt funding and lend money to their users at scale.

sitestatus

sitestatus

SiteStatus is an easy-to-use platform to enable real-time monitoring of your backend applications critical to your business. SiteStatus will notify you and your team when your backend goes down via email.

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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