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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

reteno

reteno

Reteno turns idle users into habitues with timely and personalized push notifications, in-app, app inbox, email, SMS, and more.

SimplyCollect

SimplyCollect

SimplyCOLLECT automate and streamline your payment processes

SimplyBook.me

SimplyBook.me

SimplyBook.me is online appointment and scheduling software, that allows to accept bookings 24/7 and offers variety of flexible features.

simplyblast

simplyblast

SimplyBlast provides a Cloud based Mobile Marketing & Communications Solution

Simply Noted

Simply Noted

Simply Noted allows you to order Handwritten Cards and have them sent to your customers.

simplify

simplify

Simplify is a service management solution, a seamless end-to-end solution with all the capabilities you need to help your customers.

simplex

simplex

SimpleX analyse qualitative data from any survey with a smart console that truly understands words and languages. Never again with a spreadsheet.

simpletix

simpletix

SimpleTix is an e-commerce company that offers turn-key solutions for event websites and online ticketing.

simpletexting

simpletexting

SimpleTexting is a text messaging platform that helps you reach your customers using one of the most effective channels: their text inbox. Send promotions, alerts, polls or reminders to your entire list in a matter of seconds.

repuso

repuso

Repuso is a cloud-based review aggregation tool which automatically collects reviews from social media channels and showcase them on your website.

reportgarden

reportgarden

ReportGarden helps online ad agencies create performance reports, invoices, manage campaign budgets and site audits.

repmove

repmove

RepMove empowers sales reps and sales teams to become more effective in planning their daily activities with daily sales route mapping and detailed account & contact organization.

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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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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