Avail Lifetime Free Access - Limited Time Period Offer

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

planado

planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

plaintiffhq-dev

plaintiffhq-dev

PlaintiffHQ Dev is the QA site website of PlaintiffHQ, a marketing service for lawyers, that is only used by developers

plaintiffhq

plaintiffhq

PlaintiffHQ is a web application used for marketing services for lawyers. It contains functionalities like 'Create Landing Page', 'Create Campaign Websites', 'Broadcast Email Campaigns', 'Create Email Sequence'...etc.

Placid

Placid

Placid.app is a creative automation platform that lets users auto-generate on-brand visuals—such as social media graphics, ads, and personalized content—at scale using customizable templates. With a drag-and-drop editor, teams or individuals can design dynamic templates, fill in text, images, and other elements through forms, APIs, or no-code integrations. .

placetel

placetel

The PBX from the cloud. Modern business telephony with more than 150 telephone system functions.

pixifi

pixifi

Pixifi is a business management app for creative professionals.

PixieBrix

PixieBrix

PixieBrix is a browser extension anyone can use to customize websites and SaaS to fit the way they work.

pitchly

pitchly

Pitchly helps you collect and turn raw data into work assets, like pitch decks and proposals.

pitchlane

pitchlane

Create personalised videos for your ideal customers, record your video only once. Pitchlane is the secret weapon for cold outreach.

pitchbox

pitchbox

Pitchbox is a Link Building & Influencer Outreach Platform for SEO Agencies, Brands, and In-house Marketers.

piriod

piriod

Subscription management & recurring billing

pipeoneme

pipeoneme

PipeOne.me is a CRM for mobile messaging. Let people ask, suggest, buy and talk to your company using mobile messages via your PipeOne number, any mobile messaging app, your website or even via QR code.

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.

We'll help you get started

Our team is all set to help you!

get started messageget started message

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.

Learn More
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

Learn More