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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

Set A Time

Set A Time

Set a Time is an appointment scheduling software and scheduling app, that helps businesses accept and manage appointments, online.

servicepro

servicepro

ServicePRO is a powerful Collaborative Workflow and Service Management System that delivers Return on Investment. Requires 14.2.16.50 or above version of ServicePRO.

Service Provider Pro

Service Provider Pro

SPP is a shopping cart and project management software for selling productized services.

Service Objects (DOTS Address Validation)

Service Objects (DOTS Address Validation)

Service Objects is a contact and data validation company.

Service Fusion

Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

servgrow

servgrow

Servgrow is an all-in-one solution for service pros that handles everything from CRM, to scheduling, estimates, job tracking, invoicing, payments, and so much more.

sertifier

sertifier

Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.

serene

serene

Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.

SERA Systems

SERA Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

SEON Fraud Fighters

SEON Fraud Fighters

SEON provides a complete end-to-end, fraud-fighting platform for online businesses.

seohealth

seohealth

SEOHealth by Hike allows you to enter a website's URL and retrieve a detailed SEO performance report.

sentrykit

sentrykit

SentryKit is a listing monitoring and alerts service for Amazon sellers.

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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